Tag Archives: Funds

The “Assessment of Value” whitewash continues.

Posted on February 13, 2023 by henry tapper

Thanks to Robin Powell for bringing this to my attention and thanks to Sally Hickey for researching and writing the article for the FT Here is the damning evidence uncovered by Hickey Hargreaves Lansdown has said its funds represent value … Continue reading →

Posted in pensions | Tagged , , | 3 Comments

The Bank tells us what nearly happened and what really happened in the LDI crisis.

Posted on October 22, 2022 by henry tapper

The Treasury Select Committee are in the midst of an immediate inquiry into the impact of the “micro-budget” of September 23rd. You can read here the transcript of the first oral session featuring among others Torsten Bell and Paul Johnson. … Continue reading →

Posted in pensions | Tagged , , , , , , | 2 Comments

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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