Tag Archives: Transparency

Transparency front and centre- the Government statement on VFM

I’m publishing this statement on this blog to remind us all that “transparency” is the key word. It is the word that fired many of our careers ;it is the word that incited AgeWage and Clearglass and the Transparency Task … Continue reading

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How offshore insurers manage British pensioner money

Let’s kick off with the institutional takeover of your company pension by offshore insurers Let’s follow up with the offshore insurer’s move on the “wealthy’s wealth”. Both stories are from this weekend’s FT , the first from camilla.palladino@ft.com and the … Continue reading

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For better pensions we need better buyers.

Let’s be clear what this headline is saying and what it’s not saying. What it is saying. The headline, based on research by Chris Sier and Clearglass, tells us that UK pension funds are over-paying for investment management. That’s because … Continue reading

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ARC question how 19 out of 20 funds claim to be “top quartile!”

94 per cent of wealth managers claim to deliver first-quartile performance by choosing different criteria to suit their needs. They can’t all be right. Investor beware, says @MoiraONeill https://t.co/sG3hKUZJQl — Personal Finance (@ftmoney) August 17, 2023 The FCA will read … Continue reading

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BOE pins LDI crisis on the “obscurity” of small DB funds.

Yesterday I reported on BOE +PRA batting for the pensioner against Government – batting for insured buy-out. That discussion was played out in front of parliament’s Treasury Committee on Monday and that same meeting – part of an inquiry into … Continue reading

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Transparent data rumbles Johnson’s lie.

Johnson’s grubby statement Boris Johnson’s statement that he wouldn’t be standing for PM against Rishi Sunak and Penny Mordaunt is too grubby to be printed. It is in effect a declaration of intent to stand as leader in two years … Continue reading

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Value assessments – no answers without questions!

Fund boards not changing tack on performance in value assessments despite backlash Fact not spin When it comes to performance reporting, investors want fact not spin. They want to be told facts about what they get out of an investment … Continue reading

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Opperman; “let people see the value providers are giving them”

  “Pensions play a vital role in shaping the financial security of the nation and our commitment to net zero by 2050” So Guy Opperman opens the second of his end of year blogs in the pension press (this time … Continue reading

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“In pensions we trust” – when our data is trusty!

Yesterday I talked about how we can  performance analysis of individual pension pots to sense check the quality of data. The idea is to make sure that once contributions reach the pension provider, they are properly recorded and people can … Continue reading

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All party parliamentary group on pension scams takes shape

      Well done Andy Agethangelou and the Transparency Task Force for establishing an APPG to deal with pension scams. At a time when personal and financial vulnerability is high, attention to the threats to our pensions is welcome. … Continue reading

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