Tag Archives: value

“No more junkets if you cut our margins” – IFAs warned.


Delegates at PIMS 2017, a floating holiday for Financial Planners (and journalists), seem have  been threatened . “Platforms will struggle to cut charges without affecting existing services”, Seven Investment Management (7IM) head of platform Verona Smith told advisers (including New Model Adviser to … Continue reading

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“Ease of use” or “value for money”?


Paul Lewis, above all other financial journalists is the master of the 140 character tweet. Here is one of his very best, embedded in a conversation with Louise Cooper. The genius is in the “compete mainly on rhetoric and ease … Continue reading

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Strong on “money”- weak on “value”; the FCA and asset management.


if we believe that asset managers can materially improve the markets whose assets they manage, we need to understand how. Continue reading

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Till we know the “money” – shut up about “value”.


  I had a number of meeting yesterday culminating in an afternoon spent with members of the Transparency Task Force (TTF), with the FCA and with certain interested observers. I can report the meeting happened and what was said but … Continue reading

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AE – make a virtue of necessity


  It pains me to hear advisers talk of auto-enrolment as a “burden”. Helping to provide a retirement fund from which your staff can draw a pension seems to me a good thing for employers to do. If the phrase … Continue reading

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What are your CDC property rights?


Some pension promises are easy to value If I promise to pay you a monthly amount over the next five years, it is fairly easy to work out the value of that promise. At it’s simplest level the value is … Continue reading

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I’ve just worked out why wrap rhymes with crap


I had an interesting meeting yesterday with a fellow who has accumulated over £4bn on an investment platform within a few years. The money comes from high net worth individuals who invest in funds. The service he provides allows IFAs to … Continue reading

Posted in auto-enrolment, corporate governance, dc pensions, de-risking, defined aspiration, FSA, pensions | Tagged , , , , | 4 Comments