PTL Blog

"You're Fired"

Posted by Richard Butcher on Apr 4, 2018 10:35:43 AM

First published in Pension Funds Online, 29 March 2018

Alan Sugar has it easy. 

He takes on a dozen, keen, unnaturally good looking, usually young and ambitious individuals, he sets them challenges and he watches them perform. Then, one by one, he fires them. The last one standing becomes his apprentice. It’s a simple, low cost, low risk process.

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Topics: investment management, db funding, asset manager, independent pension trustee

Costs, charges and the highest quality

Posted by Colin Richardson on Oct 5, 2017 3:18:39 PM

First published in Pension Funds Online, 13 April 2017

Colin Richardson discusses the importance of quality and getting value for money.

The terms "value for money" – monitored by IGCs for workplace pensions – and "good value" – assessed by trustees of occupational pensions – are not defined in legislation.

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Topics: investment management, investment, value for money, investment transaction costs, Tranaction Costs

A Man Walks into a Bar

Posted by Richard Butcher on Aug 16, 2017 9:15:14 AM

First published in Pensions Insight, 15 August 2017

There is a common language when it comes to beer and bar snacks - we need the same for pensions.

A bizarre and weird thing happened to me the other day. I went to meet with someone I’d never met before, in a pub, not far from home. 

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Topics: Transaction costs, investment management, investment, investment transaction costs

Standardised Ski Fittings and Investment Management

Posted by Richard Butcher on Feb 15, 2016 2:58:20 PM

A short while ago I blogged on the FCA’s Asset Management Market Study Terms of Reference, published in November. That blog (part 1) can be found here http://blog.ptluk.com/asset-management-time-for-a-cold-shower. I followed that up with another blog (part 2) on the various names used to describe annual investments charges. That can be found here http://blog.ptluk.com/a-laymans-guide-to-the-ongoing-annual-investment-charge.

Part 3 of 3 in our blog series on The FCA's asset managers market study.

In the terms document, FCA argues that the market, worth £6.6tn in 7000 funds managed by 1784 managers, is dysfunctional.

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Topics: Pensions, investment management, pension trustee services, independent pension trustees, independent trustee services ltd

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