Monthly Archive: November 2014

World Money Show

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

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

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 for UK DIY investor

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...

Pension contributions

Contribution patterns

Now that we have calculated how much each of our example investors must contribute over their lifetimes, we need to decide when those contributions should be made – what are...

Weekly roundup for UK DIY investor

Weekly Roundup,
18th November 2014

This week, there was a lot of attention in the papers and online about the consequences of the falling oil price. I will return to this in a later post....

SIPP vs ISA

SIPPs vs ISAs

SIPPs vs ISAs: why you need both, and which one is most useful to the long-term DIY investor in the UK.

Planning ahead

Planning ahead

Humans seem to focus on their immediate surroundings and the very near future. We also have a tendency to believe that things will always be the same and to be...

3 Journeys

7C investors: 3 Journeys and 28 Names

We introduce 28 hypothetical long-term DIY investors in the UK, at 14 points along 3 journeys to retirement and financial independence – the 7C investors.

Newspapers

UK Private Investor Weekly, 3rd Nov 2014

Weekly roundup for the long-term UK Private investor: active fund fees, paid advice, banks, traded life policies, German property, alternative assets.