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Tag Archives: IA
Open pensions – not closed meetings!
In advance of an expected announcement on the pensions dashboard on Monday, Frank Field has published a letter to Guy Opperman and his Work and Pensions Select Committee and has published the findings of a round table with the “pension … Continue reading
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Posted in Dashboard, dc pensions, pensions
Tagged ABI, AgeWage, Amber Rudd, Dashboard, Frank Field, Guy Opperman, IA, open pensions, pensions, PLSA
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Pensions “Shock and Awe”
Next week looks like being a big one for Pensions with the Pensions Minister summoning the dasboardistas to Westminster on Monday morning for the big reveal. This meeting is scheduled to last an hour and will mean I will be … Continue reading
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Posted in alvin hall, pensions
Tagged ABI, Costs and charges, Frank Field, IA, lipkin, meech, pensions, PLSA, Transparency, Work and Pensions
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Who owns “value for money”?
News from the stalwart Bob Ward that the FCA has dropped the term “value for money” came as a bombshell to participants in yesterday’s Pension Play Pen lunch. Since it’s about the only term left in the financial services … Continue reading
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Posted in auto-enrolment, pensions
Tagged FCA, IA, IGC, Investment Association, pension, Value for Money, VFM
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The Loch Ness Monster is back (in fact it never went away!)
If you didn’t hear last night’s Radio 4 documentary “the Transparency Detectives”, you can listen to it here. It’s a great piece of work and no praise is to high for Lesley Curwen and her team who tackle the subject … Continue reading
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Posted in actuaries, advice gap, IGC, investment, pensions
Tagged IA, Investment Association, Loch Ness Monster, Nessie
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Britain leading the way (at last)
The balance of regulatory geo-politics has changed (did I really write that!) I guess most baby boomers like me grew up thinking that (at least in matters financial), Britain could look to America for progressive policy and practice. This is no … Continue reading
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Posted in advice gap, Big Government, customer service, pensions
Tagged Brevin Frank, chris sier, FCA, Hedge Funds, IA, Investment Association, pensions, Transparency, Transparency Task Force
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A make or break week for UK investors
Are fund managers the new bankers? If you’ve read the excellent (draft) FCA Asset Management Market Study, you’d be forgiven to think they were – (and that investment consultants were their knowing flunkies). The question now is how far the FCA … Continue reading
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Posted in advice gap, consultant, corporate governance, pensions
Tagged Asset management, Consultant, FCA, ft, Funds, IA, Investment Association, investment consultant
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Cost disclosure now! No more workplace pension NDAs!
Following Julius Pursaill’s excellent piece on value for money yesterday, I’m following up with some practical thoughts. The blog yesterday triggered a meeting with an IGC chair who probed me on the vfm scoring system that has been troubling me … Continue reading
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Posted in pensions
Tagged disclosure, FCA, IA, IGC, Julius Purssaill, NDA, Transparency, trustee
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Fund cost disclosure, arrived on Friday – and it’s here to stay. L&G IGC report- 2017
We are now well in to the IGC reporting season, where Independent Governance Committees tell us how well the insurers they oversee are behaving. I had had low expectations going into this round, 11 of the key insurers had spent … Continue reading
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Alan Miller on price clustering among asset managers.
We recently published new research, backing up the recent FCA Asset Management Study findings regarding price clustering (i.e. cartel like pricing) within the UK fund management industry. SCM Direct analysed the non-index or tracker clean share classes of 683 funds … Continue reading
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Posted in pensions
Tagged Asset Management Study, CIO, FCA, IA, Price, Price clustering, SCM
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Miller time! A crunching analysis of the FCA’s Asset Management Study.
Asset managers and investment advisers stand accused of complicity in lining their pockets at the expense of unwary and helpless investors. One asset manager (now an adviser) who has never stood by and has always shouted for truth and … Continue reading
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Posted in advice gap, pensions
Tagged Alan Miller, closet tracker, Gina Miller, IA, Loch Ness Monster, SCM, True and fair
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