Tag Archives: Performance

Australia more than competitive on pensions

Posted on November 18, 2023 by henry tapper

Jo Cumbo has written an important piece on what the UK can learn from the Australian pension system. The article is not written for the pensions industry but for the FT reader, a sophisticated type who can appreciate that there is … Continue reading →

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Why value for money must be assessed on saver’s data

Posted on September 14, 2020 by henry tapper

The numbers in the boxes above  show how much value a group of savers have done with £523m invested in their pots. On the face of it, they have got a better return on average (4.75%) than if they’d been … Continue reading →

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

Posted on July 3, 2020 by henry tapper

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.

Posted on June 23, 2020 by henry tapper

  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)

Posted on April 29, 2020 by henry tapper

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!)

Posted on September 13, 2017 by henry tapper

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!

Posted on March 22, 2017 by henry tapper

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?

Posted on December 11, 2016 by henry tapper

  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?

Posted on December 9, 2016 by henry tapper

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 ?

Posted on December 1, 2016 by henry tapper

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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