Tag Archives: investment pathway

Two ways for Government to improve investment pathways

Posted on April 7, 2022 by henry tapper

Currently the Government has a strategy for guiding people who don’t employ a financial adviser to the right choice for what to do with accumulated pension savings after the Minimum Normal Retirement date (55 going on 57 in six years … Continue reading →

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The IGCs are now in a tight corner – is this fair?

Posted on March 30, 2022 by henry tapper

Normally at this time of the year I would be reading IGC reports and commenting on them. In future reports will be published by the end of September and will be considerably more challenging for IGCs to produce. In this … Continue reading →

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SJP talk to their happy customers – should they talk to us all?

Posted on July 13, 2021 by henry tapper

The value assessment process was introduced to make it easier for investors to understand what they’re getting in exchange for the fees they pay. So, we’ve taken care to outline the full range of services that you receive from us: … Continue reading →

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Is there a golden investment pathway? I say there is!

Posted on April 4, 2021 by henry tapper

  If you were building a pathway you wouldn’t start in the middle, you’d want to know your start and end points and plan the whole route. Starting in the middle would mean taking some arbitrary judgments on future and … Continue reading →

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Some thoughts for IGCs and Providers on investment pathways.

Posted on January 24, 2021 by henry tapper

It’s nice to get into conversation with Peter Robertson, who I know as the first man promoting Vanguard in the UK but many know as the doyen of Standard Life International. Peter sent me an article he’s written directed at … Continue reading →

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Are “Do it for me” pensions on the way?

Posted on November 18, 2019 by henry tapper

When asked explicitly for their preference on what kind of support they would like their provider to have in place, the vast majority, 78%, wanted some sort of help from their provider to make their decisions; just 22% were confident … Continue reading →

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