Tag Archives: IA

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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“Transaction cost disclosure in Workplace Pensions” – #FCA

  Most people now have a DC workplace pension and if you haven’t got one you’re either very lucky (as you’re accruing a defined benefit) or one of the 6m marginal employees who are reckoned to be “entitled”, “non-eligible” or … Continue reading

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Where next for pensions transparency?

As illegal drugs to your health so hidden charges to your finances Imagine that you were tasked to prevent drugs coming into this country. Would you ask the driver if he had drugs in his vehicle and wave him through … Continue reading

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Midsummer Madness as £3.5bn’s lost to real assets!

The Investment Association reported yesterday that jerks kneed £3,500,000,000 out of funds in June – “clearly Brexit has been unsettling, with property and equity funds particularly affected” – the report opined. Well £2.8bn was lost from equity funds and £1.4bn … Continue reading

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Playing the personality card

Of all the financial myths that remain unchallenged, the myth of personality is least challenged and most lethal. For it allows the congregation of expert panels/committees/boards – stuffed with perceived “personality” to validate all manner of iniquities. For those personalities … Continue reading

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Tactical transparency from the Investment Association

  Professional Pensions reports that the Investment Association (IA) have appointed senior pension figures to advise the it on a new disclosure code for investment costs. Helen Morrisey, the paper’s editor is optimistic I’m sure the process will be challenging but … Continue reading

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How can IGCs engage people with their pensions?

There are three measures by which I am judging the IGC Chair reports Do they speak with a proper tone of voice Do they show themselves effective in dealing with the provider they are governing Have they properly addressed whether … Continue reading

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“Not for profit” – a phrase fast losing any meaning!

Not for profit organisations – what good do they do? All year I have been speaking with institutes and associations from the ABI and IA through the PLSA and PMI to ICAEW, ICAS and ACCA . As soon as you start, you don’t … Continue reading

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Will the Investment Association eat itself?

  Hot on the heels of Daniel Godfrey’s departure from the Investment Association, the FT’ Claer Barrett has published a great piece on what appears to be another own goal- that only 25 out of some 200 members could find … Continue reading

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Why this carnage at the Investment Association?

I think I owe Daniel Godfrey an apology. I met him on a couple of occasions and he impressed upon me he was serious about transparency of cost and charges. I didn’t believe him- or at least I thought he … Continue reading

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