Tag Archives: Individual Savings Account
Because it’s an ISA doesn’t make it a bargain.
Consumers are savvy, they understand supply chains and will chose the short ones as the route to sustainable value. Continue reading
In the customer’s shoes; Dan Norman on our fund fiduciaries.
those charged with fiduciary responsibilities, including the managers themselves must, as Dan puts it “put themselves in their customers shoes” and start treating them fairly, Continue reading
Posted in actuaries, auto-enrolment, corporate governance, David Pitt-Watson, dc pensions, de-risking, Financial Education, First Actuarial, pension playpen, pensions
Tagged Asset management, Dan Norman, Funds, Gregg McClymont, Individual Savings Account, Investment management, Mutual fund fees and expenses
4 Comments
Need or greed? – how fragile the case for pension tax relief
The Labour Party has announced its decision to restrict tax relief to 20% for those earning over £150,000 pa. Am I – “bothered?”. “nah!”, I had a good year in 2012, beat my targets and got a bonus. Rather than pay … Continue reading
Posted in actuaries, Henry Tapper blog, pensions
Tagged Ed Balls, Flat tax, Individual Savings Account, Jupp, Labour, pension, Relief, Tax
5 Comments
I’d pay for this woman to talk to my kids
I was blessed to be raised with financial education at the dinner table. That my brothers and would be financially confident was an obsession of my parents. We discussed interest rates at the table (whether we liked it or not) and were … Continue reading
Posted in Financial Education
Tagged Australia, Business, doctors, Employment, Financial services, Individual Savings Account, McDonalds, pension
1 Comment