here’s what you’ve been saying
Tag Archives: Fund
The FCA move on insurance company funds.
The FCA have produced some important findings on Unit Linked Fund Governance as a follow up to their Asset Management Market Study (PS18/8) – AKA – AMMS This paper is important as it goes to the heart of the … Continue reading
Posted in advice gap, age wage, Force for Good, pensions
Tagged FCA, Fund, Fund Manager, IGC, pensions, trustee
Leave a comment
Investment for beginners?
Perhaps because I’m paying him to, my 20 year old is paying some attention to where his pension is being invested. I say “is”, but our first contribution to his workplace pension is awaiting his opt-in. Meanwhile he’s asking – … Continue reading
Posted in accountants, actuaries, advice gap, NEST, pensions
Tagged Fund, Mark Fawcett, NEST, pensions
6 Comments
Advisers turn the key to the FCA’s fund governance condundrum.
One of the recent themes of this blog is “What rights we have over “our money”. John Kay’s book – “other people’s money” argues that the money held on account by asset managers should always be considered as held in trust … Continue reading
Posted in pensions
Tagged adviser, Asset management, FCA, Fund, fund governance, Ownership, platform
Leave a comment
Why can’t we know what we pay for “fund management”?
We have the right to know what we are paying for funds. The cost of a fund can best be defined as the difference between what you would have received from a theoretical return on the assets in the fund … Continue reading
Posted in FSA, governance, life insurance, pension playpen, pensions, Retirement, steve webb
Tagged Business, charges, costs, dc pensions, Defined benefit pension plan, DWP, FCA, Fund, Funds, IMA, Management, manager, pension playpen, pensions, portfolio, Retirement
4 Comments
Flump!
A new word was coined yesterday in the lexicon of pensionology – Flump! Credit must go to Will Robins of CityWire and Claire Trott of Talbot and Muir. @Claire_L_Trott and I are pioneering 'Flump' instead of UFPLS for the unsecured … Continue reading
Posted in Flump, pensions, Personality
Tagged Business, Citywire, cute, DWP, Employment, Financial services, Flump, Fund, kittens, pension, pensions, Puppies, Will_Robbins
Leave a comment
In a muddle about investment management fees
It is a truth , universally acknowledged, that the more money you make, the less inclined you are to tell people how you made it. Continue reading
Bish bash and off to the pub -DC fund governance
I can only assume that one day investment consultants will wake up to these realities but that will be the day that they start to think as DC experts and not as DB consultants looking for something to do. Continue reading
Tagged BlackRock, Business, Fund, Investing, Investment, Mutual fund, Tracking error, United States
1 Comment
