Tag Archives: trustee

So what does a trustee have to do to go to jail?

Posted on January 9, 2024 by henry tapper

  Throughout my career, I have been brought up to consider the fiduciary duty binding and the rules governing pension trusteeship actionable if broken. Since the days of Robert Maxwell, the idea of embezzling other people’s money, through a raid … Continue reading →

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Receiving value for your money – the DWP gets it 95% right.

Posted on January 31, 2023 by henry tapper

Insight one “money” is not – “costs and charges ” but “contributions” There came a  moment , as I was reading the DWP’s Value for Money Consultation that you realised that something has changed. For me that moment wasn’t this … Continue reading →

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Can private markets improve DC outcomes? – We must trust our Trustees.

Posted on December 14, 2022 by henry tapper

Private market investments are dark horses. We can see they make people rich but so far, those riches have not been shared with people saving for their own retirement. Lee Hollingsworth asks the reasonable question, “why is private equity so … Continue reading →

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Is there a golden investment pathway? I say there is!

Posted on April 4, 2021 by henry tapper

  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 →

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“Who’d want to be a pension trustee?” – asks a pension trustee

Posted on February 25, 2021 by henry tapper

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 →

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Judging your workplace pension (by saver outcomes)

Posted on April 29, 2020 by henry tapper

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 henry tapper

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 →

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Do we have to be told to save our planet?

Posted on December 21, 2019 by henry tapper

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 →

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The FCA move on insurance company funds.

Posted on September 30, 2019 by henry tapper

  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 henry tapper

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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