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Tag Archives: SIPP
So you want to pay your own pension costs- do you?
A new twist to the Pension Transfer Debate has been introduced by Willis Towers Watson (WTW) at a seminar last Tuesday at their London offices. At the event, consultants reported a ripple effect caused by the surge in members transferring out. WTW … Continue reading
Posted in pensions
Tagged CETV, Consultants, defined benefit, final salary, IFA, pensions, SIPP, transfers, WTW
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Helping older people with money
I’m pleased to see the FCA publishing a paper on the particular problems older people have with financial services, I haven’t read it all , only the summary (which I can summarise as the paper does)! The summary rightly … Continue reading
“Strap me in and platform me up”
One of the great financial mysteries of Britain today is the success of fund platforms. Last night, light was shed on their murky secrets by a high priest of their dark arts at a talk I attended in a … Continue reading
Don’t be passive; just because your tracking
Most of us have our pensions invested in passive funds. I use a passive grammatical structure because we do not choose , our funds are chosen by others, hopefully with our best interests in mind. So the best we … Continue reading
Posted in pensions
Tagged ETF, governance, IGC, pension, SIPP, Tracking difference, Tracking error, VFM
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True Potential for a good IGC report.
A little tardy (but not as tardy as fellow auto-enrolment SIPP, Intelligent money, True Potential has produced its IGC report, you can read it here. You would have to be good at web navigation and persevering, to find it. I … Continue reading
Posted in governance, IGC, pensions
Tagged Brian Shearing, Business, Financial services, IGC, Impulse Save, pension playpen, pensions, Retirement, SIPP, true potential, workplace pension
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IGCs – a final reckoning
Here is a summary of the IGC reports analysed on this blog. If you want to read my assessments in detail, please use the search engine. I have segmented the blogs as you can see. It may be unfair to … Continue reading
Posted in governance, IGC, investment, Pension Freedoms, pensions
Tagged Asst manager, auto enrolment, CAA, FCA, governance, IGC, SIPP, TPR
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Advertising UCIS on Linked In?
I have received an unsolicited email on Linked in I hope you are well. We have a limited opportunity for your client’s to invest in a UK Eco Park Corporate Bond for a 15 month period with a guaranteed interest payment … Continue reading
Posted in pensions
Tagged Blog, blogger, Business, Financial services, Financial Services Authority, Government, linkedin, pensions, Retirement, SASS, Scam, SIPP
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