Tag Archives: wealth management
The frictionless fees that shame our name!
I have been following at a polite distance the argument among financial advisers between those pressing for fee disclosure in pounds and pence and those who would prefer to charge and disclose advisor fees as a percentage of the fund. … Continue reading
Posted in pensions
Tagged advice, advisory, Amazon, defaults, Drawdown, frictionless, IFA, spending, wealth management
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Boring money.
Yesterday , financial journalist and founder of the Platforum Holly Mackay, launched a new company “Boring Money”. I like that phrase, work is boring, money is boring- there is a natural synergy there. It’s not done to talk about either in interesting … Continue reading
Posted in pensions
Tagged Boring Money, Chris Budd, Financial services, Holly Mackay, Ovation Chris, Periplum, wealth management
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Can advisers make money from auto-enrolment?
Almost every day I get a call from an advisory firm having trouble recovering costs from advising on auto-enrolment. The problems are less to do with pricing than getting paid. |I’ve been thinking about all the issues that we’ve had … Continue reading
Annuities get another kick in the goolies
What’s the story? The Chancellor will announce in his speech at the Tory conference that he will put a stop to the 55% tax on pension pots not spent at death. The Treasury announcement on what detail we so far … Continue reading
Posted in advice gap, annuity
Tagged annuity, defined benefit, Defined Contribution, pensions, wealth management, workplace
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Advice and leadership
The Government has finally found a way forward Continue reading
Salvaging the sinking boat
A new study published by Spence Johnson has drawn on insight from 46 industry thought leaders to predict futures of the Fiduciary Management model. More here: http://tiny.cc/FiduciaryEvolution
Many of the participants’ future projections included the view that a unbundled Fiduciary Solution would grow in popularity, allowing schemes to outsource certain tasks i.e. LDI, while retaining in-house duties they felt more confident in performing.
This article addresses the question of whether LDI strategies are best employed as part of an “integrated solution” or “unbundled Fiduciary Management”?
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Posted in de-risking, Fiduciary Management, Liability Driven Investment, pensions, Retirement
Tagged all hands to the pumps, corporate risk, de-risking, Fiduciary Management, implemented consulting, Liability Driven Investment, pensioners, pensions, ppf, Retirement, solvency management, wealth management
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