Tag Archives: Performance

So what can our past performance tell us of the future?

Very excited by developments in @agewageuk scoring that are helping us understand the risks each saver experiences relative to all relevant risks members can take, more in weeks to come! — Henry Tapper (@henryhtapper) July 2, 2020 It is narcissistic … Continue reading

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Cheating with your IRRs is like cheating at golf.

  Chris Flood of the Financial Times is again at odds with the Private Equity industry who he holds are fiddling their investment returns, confusing what they are saying investors get with what they actually get. This goes to the … Continue reading

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Judging your workplace pension (by saver outcomes)

Defaqto has produced an important piece of work for financial advisers wanting to help employers get to know their workplace pension. You can access it via this link (there is a little signing up to do to get there) As … Continue reading

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Workplace Pension winners and losers- Punter Southall Aspire do the numbers (Now with added NEST!)

Employers selecting DC default investment funds for their workforce pensions assume they’re making a wise investment choice. However, a new report, ‘Who’s performing well?’ from Punter Southall Aspire, which examined nine major DC pension providers’ default pension funds in their … Continue reading

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Standard Life’s IGC Statement – two greens and a red!

The Standard Life IGC’s chair report was published on Friday. You can find it here https://www.standardlife.co.uk/c1/independent-governance-committee.page. As a note to Standard Life, it would be good if this report could be given more prominence on your home page, you can … Continue reading

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Why can’t we talk about investment returns?

  Investment performance has become a taboo – a “no go zone”. This suits the auto-enrolment agenda which is “comply or die”, but NEST has broken ranks and asked defaqto to publish comparative investment performance and it was right to … Continue reading

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If past performance doesn’t matter- what does?

Performance measurement is a deeply unpopular science. If there is one phrase that financial services has given to popular parlance it’s that “Past performance is no guide to the future” This worthy sentiment would ring hollow to the person transferring … Continue reading

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Taking possession; how’s Workie performing ?

There’s an urban (pension) myth that it’s not until your pension is worth as much as your car that you take any notice of it. My car has been written off twice and has a scrap value of £1000 so … Continue reading

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