Tag Archives: investment pathways
We need to take people and their pension savings more seriously.
There is a section of the FCA’s rulebook entitled PERG/8/28 which deals with the vexed subject of guidance and advice. . When answering the question “do you give advice?” PERG/8/28 is helpful. The Pension Advisory Service sees advice as “delivering … Continue reading
Posted in advice gap, pensions
Tagged investment pathways, Savings, taking people seriously
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IGC reports “good to very good”- as L&G closes member helpline.
Since publishing this article , LGIM has made a statement on the closure of the L&G helplines – you can read the statement here L&G’s IGC has published its fifth report for savers ; here is the link for … Continue reading
Posted in advice gap, age wage, IGC, pensions
Tagged Chair report, COVID19, ESG, IGC, investment pathways, L&G, Legal and General
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FCA to tame the drawdown bucking bronco!
Yesterday was a good news day for people concerned about retirement income. The FCA made two meaningful statements on what it intends to do to help ordinary people trying to manage their in retirement finances. The first was the … Continue reading
Posted in advice gap, corporate governance, FCA, pensions
Tagged AgeWage, charges, Drawdown, FCA, GAA, governance, IGC, investment pathways, pensions, SIPP
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