Tag Archives: statement

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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Breakthrough for simple annual statements

Posted on May 16, 2021 by henry tapper

  The DWP are going to launch at last the simple annual statement tomorrow (May 17th). This is a personal triumph for Ruston Smith who has done more than anybody to make this happen. It is essentially the same statement … Continue reading →

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What is our goal for these simpler pension statements?

Posted on October 20, 2020 by henry tapper

Yesterday’s blog “The Simpler pension statement, more of the same I’m afraid“, anticipated the Government’s response its 2019 consultation on a simpler pension statement (and our comments on it). The Pensions Minister is pretty bullish on these statements (though his … 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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Radical proposals to tell us what our pension’s worth

Posted on March 28, 2016 by henry tapper

This is one of those blogs (good though it is) where the comments are a whole lot better! Please come for the blog and stay for the comments. This might be a good time to sign up to comment yourself, your views … Continue reading →

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