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Tag Archives: Funds
Why do we need funds?
James Coney, formerly of the Daily Mail and now of the Times is a campaigning journalist who says it as he sees it- and that’s refreshingly transparent He is asking in an article the question that’s in the title of … Continue reading
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What does SJP “sacking” Woodford mean?
“HL removed Woodford from its Wealth 50 but did not force sell the funds as SJP has.” But this shows a fundamental misunderstanding of how SJP (costly restricted funds) and HL (costly self-select platform) work! https://t.co/6eQoSKNK0T — Alistair Cunningham (@Cunningham_UK) … Continue reading
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Posted in FCA, governance, pensions
Tagged Funds, governance, Hargreaves Lansdown, pensions, pooled fund, segregated mandate, SJP, Woodford
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Championing better funds – well done Chris Sier
And last but by no means least our 2019 industry champions are … #PIPA2019 @SierChris @margaretsnowdon pic.twitter.com/ImeRIye3Tr — Pensions Expert (@pensions_expert) May 15, 2019 It’s good to see Chris get this award and see him in his kilt Congratulations to … Continue reading
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Posted in advice gap, FCA, pensions
Tagged AgeWage, Awards, Clearglass, Funds, LGPS, pensions
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“Smiling at delinquents”; how we prevail over fund ignorance and indolence
I had one of those moments just now, when a whole load of things came together and I saw the wood for the trees. My Eureka moment? I was reading an FCA document , the Packaged Retail and Insurance-based Investment Products … Continue reading
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Posted in advice gap, pensions, Pensions Regulator
Tagged AgeWage, DWP, Eureka, FCA, Funds, MifidII, pensions, Priips, Transparency, VFM
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Why funds should be free!
My friend Robin Powell has produced a series of disruptive info graphics around comments he’s garnered following Fidelity’s announcement of “free funds”. He’s also written a good blog on the subject. Of course “free funds” is a disruptive idea and … Continue reading
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Posted in advice gap, hedge funds, pensions
Tagged #TEBI, Fidelity, free, free funds, Funds, Hedge Funds, Ondex trackers, Robin Powell
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It’s not just IFAs that should be livid!
Here is the note I wrote when I read New Model Advisers report On why FSCS cannot determine its current levy (uncertainty over Strand Capital) On why FSCS has to unravel its past compensation (uncertainty over Arch Cru) Today (Jan … Continue reading
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Posted in accountants, advice gap, FCA, governance, pensions
Tagged FCA, FSCS, Funds, Gallium, Ken Davey, Nescape, SIPP
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“The belly of the beast” – Con Keating and the Investment Association
Con Keating is not everybody’s cup of tea, but he’s mine – especially when he’s after transparency. This shows him with a timely warning to those who think leaving transparency in the hands of the Investment Association is a good … Continue reading
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Posted in actuaries, advice gap, pensions
Tagged Con Keating, Funds, Investment Association, Portfolio Turnover Rate, Transparency
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So who IS accountable for your pension returns?
The little I can remember of my O level maths was the dictum “show your working”. It is a primitive call for what we call an “audit trail”, allowing the marker to find out how wrong you were or … Continue reading
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“Investment advisory fees up 14%” -why?
Can someone explain what is meant by an investment advisory fee in this context? The report appears in Financial Planning Today which describes itself as the daily news website for Financial Planners, Paraplanners and Wealth Managers. The article doesn’t mention … Continue reading
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Posted in advice gap, pensions
Tagged Bonds, charges, equities, fee gap, Fees, Fitz and Partners, Funds, investment advisors, RDR, Transparency, Transparency Task Force
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How do you annoy a wealth manager?
Question; how do you annoy a wealth manager? Answer; ask him about his fund supermarket. It may offend your local wealth manager (aka IFA) but that’s what Reuters call these funds platforms the FCA are investigating and if you believe Platforum, … Continue reading
