here’s what you’ve been saying
henry tapper on How do Customers benchmark wha… Robert on How do Customers benchmark wha… Adrian Boulding on Transparency isn’t tacti… Mark Meldon on Pension savers being bamboozle… henry tapper on “Legacy” is a dirt… henry tapper on So what’s unfair about a… Stuart Fowler on So what’s unfair about a… Stuart Fowler on Keating on Ralfe, CDC and… Bob Compton on Keating on Ralfe, CDC and… Stephen Glover on Death by 10 million pots… Mark Meldon on “Legacy” is a dirt… henry tapper on “Legacy” is a dirt… Mark Meldon on “Legacy” is a dirt… Con Keating on Keating on Ralfe, CDC and… Simon Freeman on “Legacy” is a dirt…
Tag Archives: IMA
Unlocking DC pricing; the key to getting value for money.
The FCA are commission a template to discover undeclared investment costs in the funds we use. They have finally published PS17/30 which gives IGCs the right to use it in earnest. The DWP are working in tandem on … Continue reading
Posted in advice gap, pensions
Tagged IMA, NDA, Non disclosure, pensions, pricing, professional pensions, unbundling
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Why we need to see the workplace pension IMAs.
This article relates to US DC managers (fiduciaries). It shows just how seriously the USA is taking the obligations of fiduciaries towards members of workplace pensions. This article calls for UK fiduciaries (Trustees and IGCs) to be given the opportunity to … Continue reading
“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
Posted in Payroll, pension playpen, pensions, PLSA
Tagged auto enrolment, CIPP, for-profit, IA, IMA, NAPF, not for profit, pension playpen, pensions, PLSA, PMI
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As clear as a frosted window – the IA on charges (again)
The Investment Association (IA) have published another paper as their contribution to the ongoing debate on what the public and their fiduciaries should know about their funds. The paper fails on a number of levels 1. It ignores the fact that … Continue reading
Posted in accountants, advice gap, Fiduciary Management, Financial Conduct Authority, investment, ISA, pension playpen, pensions
Tagged The Investment Management Association, charges, costs, DGF, IMA, Investment Management Association, Transaction costs, transactional costs, Transactions, Value for Money
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Why can’t we know what we pay for “fund management”?
We have the right to know what we are paying for funds. The cost of a fund can best be defined as the difference between what you would have received from a theoretical return on the assets in the fund … Continue reading
Posted in FSA, governance, life insurance, pension playpen, pensions, Retirement, steve webb
Tagged Business, charges, costs, dc pensions, Defined benefit pension plan, DWP, FCA, Fund, Funds, IMA, Management, manager, pension playpen, pensions, portfolio, Retirement
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Cass calls on fund managers to be paid on results.
Dr Nick Motson of Cass Business School has issued another broadside at the funds industry who have been dilatory at best in responding to consumer pressure to better align its fees to the value it brings to consumers. … Continue reading
Posted in accountants, advice gap, David Pitt-Watson, dc pensions, pension playpen, pensions
Tagged advice, Business, charges, costs, dc pensions, de-risking, Employment, Fees, fund management, Funds, IMA, Insurance, Justin, Pension new, pensions, Retirement, Transaction costs
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Straight talking from the IMA on charges?
In one of the least incisive video interviews I’ve seen this year, here’s Ian Smith of Pensions Week quizzing Jonathan Lipkin- IMA Director of Public Policy Decision- on how the IMA and its members are facing up to the … Continue reading
Posted in FCA, Financial Conduct Authority, Financial Education, governance, pensions
Tagged Business, charges, costs, DC Governance, DWP, Fat-cat, FCA, Financial services, governance, Government, hidden costs, IMA, Retirement, Steve Webb
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Why the IMA are so wrong about fund research.
There had been signs that the Investment Management Association (IMA) was at last coming to terms with the needs of consumers and those who advise them to reveal the cost of owning their funds. In May , Daniel Godfrey- its … Continue reading
Posted in annuity, pensions
Tagged Banks, Business, Dealing, Employment, Financial services, Funds, Government, IMA, pension, Research, Retirement, Spreads, Steve Webb, Transactions
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