Tag Archives: wealth manager

How do you annoy a wealth manager?


Question; how do you annoy a wealth manager? Answer; ask him about his fund supermarket.   It may offend your local wealth manager (aka IFA) but that’s what Reuters call these funds platforms the FCA are investigating and if you believe Platforum, … Continue reading

Posted in advice gap, pensions | Tagged , , , , | 3 Comments

This market failure’s not about advice but product.


  The FCA paper on structural problems with the pension freedoms that I wrote about yesterday, is the first evidence of Government admitting all in this garden is not rosy. What has happened since 2015 is an increase in people hammering … Continue reading

Posted in advice gap, CDC, pensions | Tagged , , , , , , , | 5 Comments

Five moral reasons I didn’t take my DB transfer.


Jo Cumbo (my journalist of the year) has finished 2016 with a fascinating article on what (her sub editor?) describes as “a stampede to cash in gold-plated final salary schemes“. I felt angry – a little bit “dirt” when I’d … Continue reading

Posted in pensions | Tagged , , , , , , , , | 19 Comments