Segregated mandates – a club for large pension schemes only
With a few exceptions, most pension schemes do not go overboard with the number of asset management products they use. Having worked with some super-large, super-complex pooled schemes and fiduciary...
View ArticleTaking someone else’s numbers for it. The shortcomings of AoVs.
I suffer from pension dreams, these wake me up at odd hours of the morning with questions that I cannot answer. This morning’s question was put to me by someone who bought a pension savings plan from...
View ArticleAll party parliamentary group on pension scams takes shape
Well done Andy Agethangelou and the Transparency Task Force for establishing an APPG to deal with pension scams. At a time when personal and financial vulnerability is high, attention to the...
View Article“In pensions we trust”– when our data is trusty!
Yesterday I talked about how we can performance analysis of individual pension pots to sense check the quality of data. The idea is to make sure that once contributions reach the pension provider,...
View ArticleOpperman; “let people see the value providers are giving them”
“Pensions play a vital role in shaping the financial security of the nation and our commitment to net zero by 2050” So Guy Opperman opens the second of his end of year blogs in the pension press...
View ArticleValue assessments – no answers without questions!
Fund boards not changing tack on performance in value assessments despite backlash Fact not spin When it comes to performance reporting, investors want fact not spin. They want to be told facts about...
View ArticleTransparent data rumbles Johnson’s lie.
Johnson’s grubby statement Boris Johnson’s statement that he wouldn’t be standing for PM against Rishi Sunak and Penny Mordaunt is too grubby to be printed. It is in effect a declaration of intent to...
View ArticleBOE pins LDI crisis on the “obscurity” of small DB funds.
Yesterday I reported on BOE +PRA batting for the pensioner against Government – batting for insured buy-out. That discussion was played out in front of parliament’s Treasury Committee on Monday and...
View ArticleARC question how 19 out of 20 funds claim to be “top quartile!”
94 per cent of wealth managers claim to deliver first-quartile performance by choosing different criteria to suit their needs. They can’t all be right. Investor beware, says @MoiraONeill...
View ArticleFor better pensions we need better buyers.
Let’s be clear what this headline is saying and what it’s not saying. What it is saying. The headline, based on research by Chris Sier and Clearglass, tells us that UK pension funds are over-paying for...
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