Tag Archives: Tideway
Do we need a pot of £800K or a pension of £40k?
The Times report research and the researchers debate whether retirement is realistic. The reality is that most people do retire and find a way, but it’s not always thanks to the financial services industry. Here’s the Times article Many workers … Continue reading
Fifteen years ago Lady Lucy went to Henley (happy memories)
Lady Lucy will be sailing on Thursday (First Actuarial Day), Friday (Mallowstreet Day) and Sunday (by invitation). If you’d like to come, contact me on 07785 377768, we might just have a space!
Continue reading
Time has told for Tideway
So – over three years after writing that Tideway’s activities in the DB transfer market should be stopped, Tideway’s activities in the DB market have been stopped. A note on the FCA’s register says that, as of 3 July, … Continue reading
Posted in advice gap, pensions
Tagged Al Cunningham, Al Rush, DB, DB transfers, James Baxter, NMA, Ollie Smith, Tideway
7 Comments
The CMA and IDWG are looking for the right grubs under the wrong stones.
The Competition and Markets Authority has produced the first of a series of working papers (only 90 pages) looking at the buy-side of institutional intermediation (e.g. what happens between buying an asset and the return the customer gets). “The evidence reviewed … Continue reading
Posted in advice gap, brand, BSPS, pensions
Tagged CETV, chris sier, CMA, IDWG, James Baxter, pensions, Port Talbot, Tideway, Transfer
2 Comments
It is time to ban contingent charging on DB transfers.
The argument for contingent charging (in abstract) The best case for contingent charging appears on this blog and it’s made by Pete Doherty, Managing Partner and CIO of Tideway. I published this blog to provide balance and to create debate. This is … Continue reading
Posted in pensions
Tagged Action, CETV, contingent charging, contingent fees, enforcement, pensions, Tideway, transfers
4 Comments
The Earth isn’t flat. How contingent fees can deliver the best outcome for customers – Peter Doherty
“This article has been sent me by Peter Doherty, CIO of Tideway Investment Partners It makes the case for fees for transfer advice only to be charged in the event of a completed transfer and not in the case of … Continue reading
Posted in advice gap, pensions
Tagged Continggent fees, Peter Docherty, Tideway, transfers
6 Comments
Estuarial investors – running scared?
Al Rush and I are aiming for a balanced great transfer debate where the voices of all sides of the conversation will be heard. So we have stretched out the hand of friendship to the estuarial adviser and investment … Continue reading
Tideway – we’ll resume this conversation on June 19th!
The original blog published here has been the subject of certain threats by Tideway Investments both to me and to my employers. I have no intention of letting this blog get in the way of my daily work by … Continue reading
Trenton Oldfield – send the plonker home!
Trenton Oldfield is the fellow who swam in front of the Oxford and Cambridge crews in yesterday’s 158th boat race. Video here. He is Mr Chippy, an Australian intellectual so carried away by his peculiar world view that he put his … Continue reading
Posted in Oxford and Cambridge Boat Race
Tagged Boat Race, Emily Davison, London, Oxford, River Thames, Royal Society of Arts, Thames, Tideway
4 Comments
Fifteen years ago Lady Lucy went to Henley (happy memories)
Lady Lucy will be sailing on Thursday (First Actuarial Day), Friday (Mallowstreet Day) and Sunday (by invitation). If you’d like to come, contact me on 07785 377768, we might just have a space!
Continue reading