by Stuart Fowler | Sep 23, 2019 | Miscellaneous
We show here our opening comments as part of a detailed response to the FCA to its proposed ban on contingent fees for advising on a transfer of a Defined Benefit (DB) pension to a personal pension. You can read our response to CP19/25 in full . This follows a number...
by Stuart Fowler | Jul 19, 2019 | Miscellaneous
Editor’s note: In this article in 2019 we set out the reasoning behind a fee schedule for discretionary portfolio management combining an asset-based element with a flat fee varying only as a function of the nature of the goal and our quantitative solution to...
by Stuart Fowler | Jul 7, 2019 | Miscellaneous
The scale of our transfer activity is not typical (just 19 transfers in 2 years) but the transfer logic and the numbers applicable to it are perfectly representative. The data is a direct challenge to critics of transfers in principle, or even in general, derived as...
by Stuart Fowler | Jun 20, 2019 | Miscellaneous
After collecting data from all transfer specialists in the market, the FCA is ‘concerned and disappointed’ with the number of transfers from Defined Benefit to Defined Contribution pensions and is promising further action. Why is the data either surprising...
by Stuart Fowler | Jun 8, 2019 | Miscellaneous
It’s one thing for ordinary individual investors to fall into the trap that good past performance makes it look like a fund manager has got star quality. Private investors’ long-time favourite Neil Woodford, Britain’s answer to Warren Buffet, has well and truly sprung...
by Stuart Fowler | May 29, 2019 | Miscellaneous
In a new paper we address clients’ questions about the possible consequences of a Labour Government able to force through an overt or hidden Marxist agenda, together with possible mitigating actions. Read the paper . From the Introduction “Fowler Drew’s...
