Tag Archives: James Baxter

Time has told for Tideway

  So – over three years after writing that Tideway’s activities in the DB transfer market should be stopped, Tideway’s activities in the DB market have been stopped. A note on the FCA’s register says that, as of 3 July, … Continue reading

Posted in advice gap, pensions | Tagged , , , , , , , | 7 Comments

The CMA and IDWG are looking for the right grubs under the wrong stones.

The Competition and Markets Authority has produced the first of a series of working papers (only 90 pages) looking at the buy-side of institutional intermediation (e.g. what happens between buying an asset and the return the customer gets). “The evidence reviewed … Continue reading

Posted in advice gap, brand, BSPS, pensions | Tagged , , , , , , , , | 2 Comments

The FCA is quite right to be worried about DB transfers.

The FCA has published an interesting blog entitled Our work on DB transfers. The nub of its findings follow Since October 2015 we have reviewed a total of 88 DB transfers where the recommendation was to transfer. Out of these, … Continue reading

Posted in accountants, Middle East, pensions, QROPS | Tagged , , , , , , , , , | 7 Comments