HM Treasury policy statement – July 2020
Amendments to the Packaged Retail Investment and Insurance based Products Regulation – HM Treasury’s July 2020 policy statement update
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Driving value for money in pensions – an FCA Consultation Paper
The FCA want to make it easier for Independent Governance Committees (IGCs) to compare the value for money (VfM) of pension products and services, enabling them to be more effective…
A thematic review of IGCs and GAAs by the Financial Conduct Authority
A thematic review by the FCA of the effectiveness of Independent Governance Committees (IGCs) and Governance Advisory Arrangements (GAAs) in improving value for money of workplace pensions for customers.
Updated guidance on Assessment of Value – Investment Association
The Investment Association has published updated guidance for on PS18/8 Value Assessment and reporting requirements. The updated guidance includes new FAQs on areas such as Quality of Service, transaction and unaudited…
Value for Money – A Framework for Assessment – CFA UK
You may be forgiven for thinking that AoV is only for UK retail fund managers, but you would be wrong. AoV, or more generically Value for Money (VfM) is an…
INEDs – The spirit of challenge and responsibility
In a speech delivered at a Wealth and Asset Management iNEDs’ day in October 2019, the Central Bank of Ireland’s Michael Hodson outlined the importance of the role independent directors…
Assessing the value that investment funds deliver to investors
Assessing value for money is challenging due to the subjective nature of what constitutes good value, the specificities of each fund and limitations in the data available. In this report,…
Mission critical: understanding value creation – Willis Towers Watson
A fascinating report which seeks to define value creation in the investment management industry and argues that the asset management industry should considering a wider range of stakeholders when considering…
Conduct Risk – FCA consultation paper
The banks have had to deal with it, as have the insurers, and now the FCA is extending the Senior Managers & Certification Regime to all regulated firms, and that…
Why assessing value matters – Fund Boards Council
To coincide with our second Senior Managers Roundtable in late-March 2019, we released our inaugural INSIGHTS report on AoV – where we address amongst other things the importance of transparency…