Weekly Roundup, 23rd December 2014
We start today’s weekly roundup with more pensions reviews. IPB pensions review Josephine Cumbo in the FT reported that pensions minister Steve Webb wanted “big, bold answers” from the industry….
Yearly Archive: 2014
Weekly Roundup, 15th December 2014
We start today’s weekly roundup with Jonathan Eley’s FT column. UK savings rate Jonathan was looking at a report from the Social Market foundation, a think-tank. They note that despite…
Annuities vs Drawdown – FCA Review of Retirement Income
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Weekly Roundup, 10th December 2014
We begin today’s weekly roundup with a chart from the FT. Hidden fund costs The charges on active funds seem to be in the news every week at the moment….
How Much is Enough? (Revisited)
My first reaction when I picked up the Metro free paper last week was that we must have imported another American holiday while I wasn’t looking. I knew it wasn’t…
Autumn Statement 2014
Here’s my reaction to yesterday’s Autumn Statement by the Chancellor, and its impacts on 7C investors.
NVM VCT Seminar, November 2014
A Venture Capital Trust (VCT) is probably the best tax-efficient investment after pensions and your house. I was a big fan until Gordon Brown’s pension reforms around 10 years ago meant…
Weekly Roundup, 2nd December 2014
Closet trackers part 2 Today’s weekly roundup begins as do so many with Merryn’s column in the FT, where she followed up on last week’s piece about active funds, and…
World Money Show London, November 2014
A couple of weeks ago I made it over to the Queen Elizabeth II conference centre opposite Parliament, for the annual World Money Show London. It’s a two-day event which…
Broker Costs
This is a preliminary post comparing the basic data for a representative selection of UK brokers. I’ll use this data to draw up a short list of promising candidates to be…
Deal Size
Now that we know what the pattern of contributions over time looks like for our 7C investors, we need to decide on a deal size in order to work out how…
Weekly Roundup, 24th November 2014
Active funds – costs and closet tracking Today’s weekly roundup begins with Merryn’s column, which looked at a report from Cass Business School on some of the problems with active funds. The first…
