Tag Archives: intermediary
Fair value comes from the horse not just the cart. The Compact should look to that.
I was listening to my friend Chris Sier on Friday talking about how the transparency agenda has moved on. Chris was talking about how asset valuations are arrived at in private markets, particularly as regards “private equity” where there is … Continue reading
Posted in pensions
Tagged 'investment trusts, Compact, intermediary, Pensions, private assets, Productive Finance
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Dad’s army could’ve done a better job!
Until quite recently, the main sources of financial advice for small businesses were the accountant and the bank manager. The BOE’s Andy Haldane’s comments about the complexity of pensions look back to a day when these intermediaries were trusted “The … Continue reading
Posted in Bankers, Henry Tapper blog, pensions
Tagged auto enrolment, Bank, dad's ary, intermediary, Mainwaring, new intermediary, pension, pensions, uncle arthur, Warmington, workplace pension
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“PENTECH” slashes the cost of pension advice
Over the weekend I heard a mortgage broker talk about automated mortgage underwriting as “mortech” and as Investec grabbed the technology high ground some years ago, I’m going to lay claim to “PENTECH” for http://www.pensionplaypen.com. I’m proud that what was … Continue reading
Endorsements and the creep of the middleman
There is a problem in financial services with “intermediation”. It’s a horrible word! But putting that aside, there is a temptation for every Tom, Dick and Harriet to stand between the customer and the investment. Pension PlayPen is of … Continue reading