Tag Archives: trustee

Judging your workplace pension (by saver outcomes)

Posted on April 29, 2020 by

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 →

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How savers can change the world

Posted on March 26, 2020 by

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 →

Posted in ESG, pensions | Tagged , , , , , | 3 Comments

Do we have to be told to save our planet?

Posted on December 21, 2019 by

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 →

Posted in ESG, pensions, social media, trustee | Tagged , , , , , , , | 1 Comment

The FCA move on insurance company funds.

Posted on September 30, 2019 by

  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 →

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RBS – thank you very much

Posted on August 11, 2019 by

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 →

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The value you get for your pension money

Posted on July 10, 2019 by

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 →

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Did I get “value for money” from my workplace pension

Posted on November 13, 2018 by

  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 →

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How can savers be encouraged to engage with their savings?

Posted on August 8, 2018 by

  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 , , , , , , , , | 7 Comments

With value for money – figures speak louder than words.

Posted on October 16, 2017 by

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 →

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Why employers must understand the value for money of their workplace pension

Posted on August 10, 2017 by

  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 →

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