Tag Archives: Funds

The Treasury’s review of funds should remember all who use them!

Posted on January 31, 2021 by henry tapper

The Government faces four particular challenges in its regulation and promotion of the UK asset management industry. It has much to lose and little to gain from change – Britain is Europe’s largest asset management hub and the disruption of … Continue reading →

Posted in pensions | Tagged , , , , , , | 1 Comment

Workplace pensions – what we pay and why we pay it!

Posted on November 1, 2020 by henry tapper

David Hutchins , who is the presiding genius at Alliance Bernstein, a firm whose investment services power many workplace pensions has written a strongly worded piece in the FT that calls on product providers to ensure savers know what they … Continue reading →

Posted in accountants, advice gap, age wage | Tagged , , , , | 2 Comments

So what can our past performance tell us of the future?

Posted on July 3, 2020 by henry tapper

Very excited by developments in @agewageuk scoring that are helping us understand the risks each saver experiences relative to all relevant risks members can take, more in weeks to come! — Henry Tapper (@henryhtapper) July 2, 2020 It is narcissistic … Continue reading →

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Why do we need funds?

Posted on June 30, 2019 by henry tapper

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?

Posted on June 7, 2019 by henry tapper

“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 →

Posted in FCA, governance, pensions | Tagged , , , , , , , | 10 Comments

Championing better funds – well done Chris Sier

Posted on May 17, 2019 by henry tapper

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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“Smiling at delinquents”; how we prevail over fund ignorance and indolence

Posted on August 22, 2018 by henry tapper

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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Why funds should be free!

Posted on August 10, 2018 by henry tapper

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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“The belly of the beast” – Con Keating and the Investment Association

Posted on November 18, 2017 by henry tapper

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 →

Posted in actuaries, advice gap, pensions | Tagged , , , , | 2 Comments

So who IS accountable for your pension returns?

Posted on September 15, 2017 by henry tapper

  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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