Tag Archives: Investment

Aviva’s IGC – more effective than its report suggests

Posted on April 25, 2020 by

Aviva’s IGC has turned up and you can preview it here (it launches properly Monday) It’s available as  a PDF  you can download here or you can read a digital version Having read both, I’d suggest that the PDF works … Continue reading →

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The pension must go on

Posted on April 22, 2020 by

As we all work in our individual way from our individual workplaces, it’s hard to see the big picture – we see plenty of trees but not the wood. Pensions are not about us but about the people who get … Continue reading →

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“State of the Pension” address

Posted on February 6, 2020 by

After doing a 30 minute address to to CIPP in 10 minutes, I’ve been called back to do another one – only this time I’m first on – which means I could gab on for ages and make sure no … Continue reading →

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Looking at it Robin Powell’s way

Posted on January 24, 2020 by

I’ve long admired the journalist Robin Powell for his clear insights. Lately he’s taken to writing little stories to illustrate the points he is making. He has written a series of pieces , the rest of which you can find … Continue reading →

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2019 was not a year to hedge your bets

Posted on December 29, 2019 by

As the decade closes , it’s a time to look back as well as forward. For the vast majority of us, our financial health depends on valuations of assets the price of which we cannot directly control. We may build … Continue reading →

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IFAs are living the life of Woodford

Posted on October 15, 2019 by

Having spent nearly 24 hours somewhere in a field hotel in Hampshire, I am seriously worried about the complacency of IFAs. Indulged beyond measure, flattered by the fund managers that pay their bills seem oblivious to the conflicts of interests … Continue reading →

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Simplifying pensions with AgeWage

Posted on October 13, 2018 by

A number of people have asked about “AgeWage”, so I thought to write an article introducing it and why I and our management team are so excited about what it will do. A good business plan should start with a … Continue reading →

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Investing can now be “free” – here’s how.

Posted on August 4, 2018 by

I was sitting in a room of a leading asset manager yesterday listening to the yada yada. I’d needlessly put myself under a non-disclosure agreement but it was clear that there was no real news, so I thought I’d mention … Continue reading →

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CMA investment probe shock; the big three breathe again!

Posted on July 19, 2018 by

It shows the distance between the consumer and the investment consultant that all but a handful of readers will know what this headline refers to. To the general public, the Competition and Markets Authority’s probe into the opaque world of … Continue reading →

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We need to simplify our pension affairs

Posted on June 16, 2018 by

We are told that pensions are complex. We are told that we need advice to manage our retirement finances. We are warned hat we could be scammed if we don’t. Is it any wonder that people look at their retirement … Continue reading →

Posted in advice gap, pensions | Tagged , , , , , | 4 Comments