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Tag Archives: trustee
Is there a golden investment pathway? I say there is!
If you were building a pathway you wouldn’t start in the middle, you’d want to know your start and end points and plan the whole route. Starting in the middle would mean taking some arbitrary judgments on future and … Continue reading
Posted in pensions
Tagged investment pathway, Lifestyle, lisestyle pathway, Pathway, pension, trustee
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“Who’d want to be a pension trustee?” – asks a pension trustee
Michael Clark is a good friend to this blog and he’s also a useful person to know if you need a good pension trustee or some common sense-ical corporate pension advice. He writes well too and this article (picked up … Continue reading
Posted in pensions
Tagged Clark benefit consultancy, fines, Michael Clark, pension trustee, TPR, trustee
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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
Posted in advice gap, age wage, pensions, workplace pensions
Tagged defaqto, IGC, Performance, Risk, risk adjusted, Sharpe, sortino, trustee, workplace Pensions
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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
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
Posted in advice gap, age wage, Force for Good, pensions
Tagged FCA, Fund, Fund Manager, IGC, pensions, trustee
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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
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
Posted in advice gap, age wage, pensions
Tagged AgeWage, IGC, Pensions, Richard Butcher, ruston smith, trustee, Value for Money
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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
Posted in advice gap, age wage, pensions
Tagged AgeWage, Disclosures, IGC, pension, pensions, trustee, Value for Money, VFM
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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
Posted in auto-enrolment, pensions, WPC
Tagged auto enrolment, Dashboard, digital, Engagement, IGC, nudge, Savings, trustee, WPC
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