Tag Archives: SJP

SMEs need advice on pensions – advisers need “VFM” to work.

Posted on February 28, 2023 by henry tapper

Sarah Smart gave a pretty impressive presentation to a group of PLSA members this morning. Speaking from the PLSA, Smart – a former adviser and now Chair at the Pensions Regulator singled out advisers as key stakeholders in getting the  … Continue reading →

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What’s that Rob Gardner up to now!

Posted on September 9, 2022 by henry tapper

I like Rob Gardner- he gets things done. He created Redington and Mallowstreet, he started Redstart and has written books for children on how to manage money. He dragged us into using twitter and linked in and showed us how … Continue reading →

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SJP’s 3rd Value Assessment hits the mark

Posted on July 13, 2022 by henry tapper

The investor’s choice for wealth management Speaking with Rob Gardner following the publication of SJP’s third Value Assessment Statement , we discussed where SJP found themselves on the fee spectrum. Here’s the conclusion we came to; When it comes to … Continue reading →

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People have better things to worry about than pension charges

Posted on May 16, 2022 by henry tapper

People’s Pensions report that more people are worried about the costs of their mortgages and bank accounts than their pensions. There are good reasons for this. People pay bank and mortgage charges today, pension charges are paid out of the … Continue reading →

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Why is Aviva buying Succession – an IFA consolidator?

Posted on March 2, 2022 by henry tapper

Just as Scottish Widows moved on Embark, so Aviva has moved on Succession, announcing its £385m acquisition of the IFA consolidator as part of its annual results this morning. Aviva says the deal would “significantly” enhance its presence in the … Continue reading →

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The 2021 IGC reports – links, reviews and ratings

Posted on August 10, 2021 by henry tapper

I’ve completed my review of the 2020 IGCs and GAAs – 15 reviews of the reports I know of. It you run an IGC or GAA that I’ve missed, please send me your report. I doubt many IGCs have met … Continue reading →

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The SJP’s GAA report comes up short

Posted on July 30, 2021 by henry tapper

  This is how the SJP Governance Advisory Arrangement measures the value for money offered by SJP’s workplace pension schemes. Behind this analysis is a statement from the GAA Chair The GAA believes that value for money is subjective and … Continue reading →

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It’s time to stop sneering at St. James’s Place

Posted on July 29, 2021 by henry tapper

St. James’s Place released their half yearly results yesterday and the market responded by marking up their shares 5%. The results told us that SJP had added nearly £10bn to funds under management and that operating profit had shot up. … Continue reading →

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The proof of SJP’s self-confidence is in customer outcomes.

Posted on July 16, 2021 by henry tapper

My friend Robin Powell who speaks for the evidence based investor has republished my comments on SJP’s Value Assessment (it’s nice to see my words properly set). I agree with Robin’s title, WHY SJP’S LATEST VALUE ASSESSMENT STILL DOESN’T CUT … Continue reading →

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SJP talk to their happy customers – should they talk to us all?

Posted on July 13, 2021 by henry tapper

The value assessment process was introduced to make it easier for investors to understand what they’re getting in exchange for the fees they pay. So, we’ve taken care to outline the full range of services that you receive from us: … Continue reading →

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