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Tag Archives: Hargreaves Lansdown
The “Assessment of Value” whitewash continues.
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
Turbulent times for overgrown SIPPs
It has been a turbulent two or three days for the UK wealth management market. On Friday, Nucleus made its move on Curtis Banks, the latter’s management appears to be leaving en masse, the much loved Dunstan Thomas appears to … Continue reading
Via Nova challenges Origo’s PE backed monopoly.
Origo – a monopoly in the making I have for five years been writing about the pernicious impact of a potential monopoly created by Origo in the transaction of pension transfers. I still worry. Origo was set up in 1989 … Continue reading
Posted in pensions
Tagged Fidelity, Hargreaves Lansdown, Lifesight, Origo, pension transfers, ViaNova, Willis Towers Watson, WTW
1 Comment
The “personalised nudge” – down the slippery slope or a shove towards better pensions?
This week we are hearing a lot about what providers think they should be able to do with their customers to help those customers take better decisions. A pension provider’s view of what’s good for a customer may be skewed … Continue reading
It’s time to stop sneering at St. James’s Place
St. James’s Place released their half yearly results yesterday and the market responded by marking up their shares 5%. The results told us that SJP had added nearly £10bn to funds under management and that operating profit had shot up. … Continue reading
Posted in pensions
Tagged AJ BEll, Hargreaves Lansdown, Pensions, Rob Gardner, SIPP, SJP, St James Place
6 Comments
Putting our money where their mouth is? We’re not there yet!
Last night I had the chance to listen to the Lord Mayor’s lecture – organised by Gresham College which is a few yards from where I live. If this had happened last year, I would not have been invited or … Continue reading
Posted in advice gap
Tagged Aviva, Fidelity, Gresham College, Hargreaves Lansdown, Interactive Investor, L&G, Lord Mayor, Lord Mayor's Show, Mark Carney, Pension Bee, Standard Life
4 Comments
Pension Plowman’s guide to 2020 IGC reports
This is a big year for IGCs. It is their fifth birthday, it’s the year when the FCA reviews their effectiveness and it’s the year of the pandemic, where providers and savers will be under maximum strain. Most of the … Continue reading
Posted in FCA, IGC, pensions
Tagged Aegon, Aviva, BlackRock, FCA, Fidelity, Hargreaves Lansdown, IGC, IGC report, L&G, Pensions, Phoenix, Prudential, Reassure, Royal London, Scottish Widows, SJP, Standard Life, Virgin Monday, workplace Pensions, Zurich
2 Comments
From an empty chair; Hargreaves Lansdown’s excellent IGC statement.
A cautionary tale It has been a difficult year for Hargreaves Lansdown’s IGC and they have launched their Chair’s statement without a Chair. This unusual state of affair followed the departure of David Grimes with clearly no succession plan … Continue reading
Posted in IGC, pensions
Tagged Chair, David Grimes, Hargreaves Lansdown, IGC, pension, pensions
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The good in gating.
The wonder of the gating of the Woodford Equity Income Fund is that it happened in peacetime. There is no financial storm, the crisis is as random of the fall of Icarus in Breughel’s famous painting. There’s no doubt … Continue reading
Posted in advice gap, age wage, pensions
Tagged Gating, Hargreaves Lansdown, illiquidity, pensions, platforms, SJP, Woodford
1 Comment
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
Posted in FCA, governance, pensions
Tagged Funds, governance, Hargreaves Lansdown, pensions, pooled fund, segregated mandate, SJP, Woodford
10 Comments