here’s what you’ve been saying
Adrian Boulding on TISA’s plans for low pai… John Mather on What’s the value for the… Mr Mordechai Ullmann on I smell a (pensions) rat… Giannis Waymouth on Andy Cheseldine’s VFM as… Ros Altmann on 1995 and all that (legacy imag… Gareth Morgan on Is there a commercial market f… Richard Taylor on Is there a commercial market f… Bryn Davies on Your DC pension scheme may be… Martin T on Your DC pension scheme may be… ConKeating on Association of Pension Lawyers… Eugen N. on Net pay pension problems?… Adrian Boulding on Net pay pension problems?… Why value for money… on “Shape up or shape out… ConKeating on Weathering the Storm DaveC on Weathering the Storm
Tag Archives: trustee
Judging your workplace pension (by saver outcomes)
Defaqto has produced an important piece of work for financial advisers wanting to help employers get to know their workplace pension. You can access it via this link (there is a little signing up to do to get there) As … Continue reading
Share this:
Posted in advice gap, age wage, pensions, workplace pensions
Tagged defaqto, IGC, Performance, Risk, risk adjusted, Sharpe, sortino, trustee, workplace Pensions
Leave a comment
How savers can change the world
Direct involvement with the way your savings are invested I spent time (on Zoom) with a young entrepreneur whose business it is to get people to change the behaviours of companies they invest in. I won’t go into detail about … Continue reading
Share this:
Do we have to be told to save our planet?
Do we have to be told? Share Action’s Master Trust survey starts with the question “IS REGULATION ENOUGH?” and through the 26 pages of Lauren Peacock’s survey that remains the key question. But there are secondary questions… Can we trust … Continue reading
Share this:
Posted in ESG, pensions, social media, trustee
Tagged Equity, ESG, master trust, pensions, planet, share action, shares, trustee
1 Comment
The FCA move on insurance company funds.
The FCA have produced some important findings on Unit Linked Fund Governance as a follow up to their Asset Management Market Study (PS18/8) – AKA – AMMS This paper is important as it goes to the heart of the … Continue reading
Share this:
Posted in advice gap, age wage, Force for Good, pensions
Tagged FCA, Fund, Fund Manager, IGC, pensions, trustee
Leave a comment
RBS – thank you very much
Yes you did read a positive headline about RBS and no- it was not written tongue in cheek On Friday last, AgeWage received 62,000 contribution files from RBS’ pension administrator which will allow us to test the algorithm we are … Continue reading
Share this:
The value you get for your pension money
Independent help for all pension savers I started yesterday in the swanky new film studio under the FT’s Bracken House. It had to be built on stilts and sound and vibration sealed as the district line runs right below it. … Continue reading
Share this:
Posted in advice gap, age wage, pensions
Tagged AgeWage, IGC, pensions, Richard Butcher, ruston smith, trustee, Value for Money
Leave a comment
Did I get “value for money” from my workplace pension
Am I getting value for money from my workplace pension? is a different question to Did I get value for money from my workplace pension? the difference is more than one of present and past tense. The first question … Continue reading
Share this:
Posted in advice gap, age wage, pensions
Tagged AgeWage, Disclosures, IGC, pension, pensions, trustee, Value for Money, VFM
Leave a comment
How can savers be encouraged to engage with their savings?
This is the 4th of eight blogs considering the questions put to us by the Work and Pensions Select Committee. Today’s exam question… How can savers be encouraged to engage with their savings? Quick answer; either we can convince … Continue reading
Share this:
Posted in auto-enrolment, pensions, WPC
Tagged auto enrolment, Dashboard, digital, Engagement, IGC, nudge, Savings, trustee, WPC
7 Comments
With value for money – figures speak louder than words.
The pen may be mightier than the sword but the spreadsheet trumps both. Last week, JLT published some projections which showed that if the performance differential between lousy and top pension providers continued – you’d be able to buy a … Continue reading
Share this:
Posted in pensions, Value for Money
Tagged Chir Sier, IFA, IGC, JLT, measure, past performance, trustee, Value for Money, VFM, wealth management, words
Leave a comment
Why employers must understand the value for money of their workplace pension
Among the remedies leading from the FCA’s Asset Management Market Study was a clear recommendation …that both industry and investor representatives agree a standardised template of costs and charges and we propose to ask an independent person to convene … Continue reading
Share this:
Posted in actuaries, advice gap, NEST, pensions
Tagged chris sier, IGC, Imperial Tobacco, Obligation of gogod faith, trustee
Leave a comment
