Tag Archives: disclosure

REMIND ME WHY WE’RE DOING THIS AGAIN?

There’s a theme running through the FCA’s Consultation Paper 16/12: Secondary Annuity Market proposed rules and guidance. If you’ve braved all 112 pages (or any of them really) you might have spotted it. Here are some clues! Paragraph 1.7, We […]

Miss Woodhouse demands (more accessible and useful disclosure documents)

In Jane Austen’s Emma, during the rather bad-tempered picnic to Box Hill, mischief-making Frank Churchill addresses the assembled party. He asserts that Miss Emma Woodhouse wishes to be entertained and so demands from each of them ‘one thing very clever! […]

Miss Woodhouse demands (more accessible and useful disclosure documents)

In Jane Austen’s Emma, during the rather bad-tempered picnic to Box Hill, mischief-making Frank Churchill addresses the assembled party. He asserts that Miss Emma Woodhouse wishes to be entertained and so demands from each of them ‘one thing very clever! […]

Disclosure despair: breaking the cycle

Today (13 May 2014) The FCA published the outcome of a thematic review into how fund charges are presented to customers. I encourage you to read it here. It’s only 13 pages long, including the covers and all that, and […]

Disclosure despair: breaking the cycle

Today (13 May 2014) The FCA published the outcome of a thematic review into how fund charges are presented to customers. I encourage you to read it here. It’s only 13 pages long, including the covers and all that, and […]

My life as a pie chart

So I came across this article today, called Retiring The Portfolio Screenshot. I opened it thinking it was something about what clients see about their investments on wrap platforms. But it isn’t. It’s about creative types doing better demos of […]

GC12-06 – The Little Paper That Makes A Big Difference

Back in the mists of last August, I mentioned the FSA Says, We’re Rubber, You’re Glue, It Bounces Off Us And Sticks To You! here that the FSA were looking newly buffed and getting punchy with the industry, right there […]

An open letter to Hargreaves Lansdown

Dear HL Unlike many others in my sector, I’m a big fan of yours. I’m such a big fan that I’m a client – there, I’ve said it. And yes, I hold L&G and HSBC passive funds in my portfolio […]

Cofunds get their transparency on

So I had the pleasure of attending the Cofunds’ relaunch / refresh / briefing today, wherein Martin, Verona and the gang told us about their plans for unbundling and changing the Cofunds proposition over the next year or so. I’ve […]