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Tag Archives: statement
SJP’s 3rd Value Assessment hits the mark
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
Breakthrough for simple annual statements
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
Posted in pensions
Tagged Guy Opperman, Pensions, ruston smith, Simple, simple pensions statement, statement
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What is our goal for these simpler pension statements?
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
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
Posted in pensions
Tagged Chair, GARS, IGC, Performance, Rene Poisson, Standard Life, statement
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Radical proposals to tell us what our pension’s worth
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
Posted in pensions
Tagged Financial services, New State Pension, pension, Pension Dashboard, pensions, Retirement, state pension, statement
36 Comments