Industry Reports

Industry reports

We try to cover the major industry reports on this website – links to our reviews are provided below.

February 17, 2023
Pensions Tax Blueprint

Pensions Tax Blueprint – IFS

Today’s post looks at a recent report from the IFS on the reform of the tax relief system for pensions.
February 17, 2023
January 27, 2023
ISA ISA Baby

ISA ISA Baby

Today’s post looks at a recent report from the Resolution Foundation, which wants to restrict the use of ISAs.
January 27, 2023
October 26, 2022
Liquidity Cascades

Liquidity Cascades

Today’s post looks at a paper from NewFound Research entitled Liquidity Cascades.
October 26, 2022
October 6, 2022

Consolidating DC Pensions

Today’s post looks at a recent paper from LCP on whether you should consolidate your DC pensions.
October 6, 2022
October 1, 2022
Read the signals

Read the signals

Today’s post looks at a report from the FT on how to use the sentiment in its news stories to…
October 1, 2022
July 5, 2022
Alternatives in DC pensions

Alternatives in DC Pensions

Today’s post looks at a report from the PPI on the use of alternative assets in DC pensions.
July 5, 2022
February 2, 2022
Protecting pension savers

Protecting pension savers

Today’s post looks at a government paper on the impact of the Pension Freedoms enacted a few years ago.
February 2, 2022
January 18, 2022
Man Crypto Allocation

Man Crypto Allocation

Today’s post looks at a paper from Man Group which asks whether crypto is a useful diversified and works out…
January 18, 2022
January 12, 2022
Household wealth 2020

Household Wealth 2020

Today’s post looks at a post from the ONS on household wealth in the UK.
January 12, 2022
November 12, 2021
Retirement Survey 2021

ii Retirement Survey 2021

Today’s post looks at The Great British Retirement Survey 2021 from interactive investor.
November 12, 2021
June 11, 2021
Capitalism for Everyone

Capitalism for Everyone

Today’s post looks at a new report from Joachim Klement called Capitalism for Everyone.
June 11, 2021
April 27, 2021
State of UK Crypto 2021

State of UK Crypto 2021

Today’s post looks at a report from Gemini on the State of UK Crypto in 2021.
April 27, 2021
December 17, 2020
Finder Pension Survey

How much? – Finder Pension Survey

Today’s post is a look at the Finder Pension Survey – a report examining whether people in the UK know…
December 17, 2020
December 15, 2020
Who owns your shares

Who Owns Your Shares?

Today’s post looks at a recent report from the Law Commission on intermediate securities called Who Owns Your Shares?
December 15, 2020
November 18, 2020
Capital Gains Tax review

Capital Gains Tax Review

Today’s post is about the recent Capital Gains Tax Review from the Office of Tax Simplification.
November 18, 2020
November 11, 2020
Lang Cat Retail Pricing Forecast

Lang Cat Retail Pricing Forecast

Today’s post looks at a report from The Lang Cat on disruption and innovation in retail investment pricing over the…
November 11, 2020
August 11, 2020
Intergenerational Differences

Intergenerational Differences

Today’s post looks at an interim report from the FCA on Intergenerational Differences.
August 11, 2020
August 4, 2020
A new generational contract

A New Generational Contract

Today’s post is about a report from the Resolution Foundation (RF) called A New Generational Contract.
August 4, 2020
July 7, 2020
Wealth Tax

Time for a UK Wealth Tax?

Today’s post looks at a recent report from the LSE and the University of Warwick analysing whether we need a…
July 7, 2020
June 30, 2020
ISA Statistics 2019

ISA Statistics 2019

Today’s post takes a look at the recently released UK government’s ISA statistics 2019.
June 30, 2020
November 11, 2019
Retirement Goals

Retirement Goals

Today’s post looks at three recent publications on the topic of retirement goals.
November 11, 2019
August 15, 2019
My recession playbook

My Recession Playbook

Today’s post looks at the potential impact of a recession or market crash on my portfolio, and what I might…
August 15, 2019
July 8, 2019
Inheritance Tax Review

Inheritance Tax Review

Today’s post is about the recent second report from the office of Tax Simplification on the Inheritance Tax Review.
July 8, 2019
June 3, 2019
NEST vs The People's Pension

NEST vs The People’s Pension

Today’s post looks at a report from Defaqto on Workplace Pensions. We’re particularly interested in two of them – it’s…
June 3, 2019
December 14, 2018
Seedrs portofolio update

Seedrs Portfolio Update #2

Today’s post is the second half of our deep dive into the recently-released Seedrs portfolio update.
December 14, 2018
January 22, 2018
Schroder Global Investor Study

Schroder Global Investor Study

Today’s post takes a look at the Schroder Global Investor Study – a survey of investor perspectives, understanding and expectations.
January 22, 2018
November 13, 2017
Value of Financial Advice

The Value of Financial Advice

Today’s post is about a report from the International Longevity Centre. It’s called the Value of Financial Advice.
November 13, 2017
September 18, 2017
Taylor Report on Work

Taylor Report on Work

Today’s post is a look at the Taylor Report on Work, which dropped a couple of weeks ago.
September 18, 2017
August 14, 2017
Financing Growth in Innovative Firms

Financing Growth in Innovative Firms

Today’s post is about a report from the government on Financing Growth in Innovative Firms – the Government wants to…
August 14, 2017