We try to cover the major industry reports on this website – links to our reviews are provided below.
February 17, 2023
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
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
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
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
Today’s post looks at a report from the PPI on the use of alternative assets in DC pensions.
July 5, 2022
May 31, 2022
Investing under Inflation – Man Group
Today’s post looks at a 2021 paper from Man Group on the Best Strategies for Inflationary Times.
May 31, 2022
May 10, 2022
Interactive Investor on Pensions
Today’s post looks at a report from interactive investor on UK Pensions.
May 10, 2022
April 6, 2022
ILC on the State Pension Age Increase
Today’s post looks at a report from think tank ILC on the potential increase in the State Pension Age.
April 6, 2022
February 2, 2022
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
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
Today’s post looks at a post from the ONS on household wealth in the UK.
January 12, 2022
December 24, 2021
Digital Wealth – State of the Market 2021
Today’s post looks at a recent report from AltFi on the state of the Digital Wealth Market.
December 24, 2021
December 15, 2021
Digital Banking – State of the Market
Today’s post looks at a report from AltFi on the state of the Digital Banking Market.
December 15, 2021
December 10, 2021
Digital Wealth – State of the Market 2020
Today’s post looks at a report from AltFi on the state of the Digital Wealth Market.
December 10, 2021
November 30, 2021
The right time to buy an annuity
Today’s post looks at a paper from LCP on whether there is a right time to buy an annuity.
November 30, 2021
November 12, 2021
ii Retirement Survey 2021
Today’s post looks at The Great British Retirement Survey 2021 from interactive investor.
November 12, 2021
October 13, 2021
How America Invests – Vanguard
Today’s post is a look at a report from Vanguard on how the five million people on their platform (in…
October 13, 2021
September 29, 2021
Diversification Landscape 2021 – Morningstar
Today’s post looks at a report from Morningstar on the current diversification landscape.
September 29, 2021
June 11, 2021
Capitalism for Everyone
Today’s post looks at a new report from Joachim Klement called Capitalism for Everyone.
June 11, 2021
May 5, 2021
Understanding Self-Directed Investors
Today’s post is about a recent report from the FCA on understanding Self-Directed Investors.
May 5, 2021
April 27, 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
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?
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
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
Today’s post looks at a report from The Lang Cat on disruption and innovation in retail investment pricing over the…
November 11, 2020
November 4, 2020
Alternative Lending – State of the Market
Today’s post looks at a recent report from AltFi on the state of the Alternative Lending Market.
November 4, 2020
August 18, 2020
Lowes Retail Structured Products Review
Todays’ post takes a look at a report from Lowes on a decade of retail structured products.
August 18, 2020
August 11, 2020
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
Today’s post is about a report from the Resolution Foundation (RF) called A New Generational Contract.
August 4, 2020
July 7, 2020
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
Today’s post takes a look at the recently released UK government’s ISA statistics 2019.
June 30, 2020
November 11, 2019
Retirement Goals
Today’s post looks at three recent publications on the topic of retirement goals.
November 11, 2019
September 30, 2019
Man Overboard – Credit Suisse on Price Drops
Today’s post looks at a report from a few years ago on how to handle large price drops in your…
September 30, 2019
August 19, 2019
Lang Cat Platform Review 2018 – The Direct Investing Market
Today’s post is an update on a post from a couple of years ago – a report on investment platforms…
August 19, 2019
August 15, 2019
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
August 5, 2019
State of the Market – AltFi P2P Lending Review
Today’s post looks at the recently published AltFi P2P lending review.
August 5, 2019
July 8, 2019
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
July 1, 2019
FCA Investment Platforms Market Study
Today’s post looks at last year’s report from the FCA on how people use investment platforms in the UK.
July 1, 2019
June 3, 2019
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
May 20, 2019
How the UK Saves – NEST Workplace Pension
Today’s post looks at a recent report from NEST the workplace pension provider, and Vanguard. It’s called How the UK…
May 20, 2019
December 20, 2018
Seedrs Update #3 – EIS Portfolio Design
Today’s post is a follow-up to our recent deep dive into the Seedrs portofolio update. We’re going to workout what…
December 20, 2018
December 17, 2018
Actual investing – Active Share and Low Turnover
Today’s post is a look at a report from Baillie Gifford on Actual Investing, which is their spin on active…
December 17, 2018
December 14, 2018
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
December 13, 2018
Choosing Investment Trusts 3 – Investment Trust Handbook 2018
In the next post in our series on choosing investment trusts for 2018, we look at the Investment Trust Handbook 2018.
December 13, 2018
December 7, 2018
Seedrs Portfolio Update – Autumn 2018
Today’s post is a deep dive into the recently-released Seedrs portfolio update.
December 7, 2018
July 30, 2018
Funding Social Care – Life Gets Worse At 40
Today’s post is about a report from a Parliamentary Committee on how to pay the UK’s increasing bill for Social…
July 30, 2018
July 2, 2018
Wealth in Retirement – no sign of Lambos
Today’s post is about a recent report from the Institute for Fiscal Studies, on the the use of Wealth in…
July 2, 2018
May 8, 2018
Welfare Generations – Cash Flows by Cohort
Today’s post is about a report called Welfare Generations from the Resolution Foundation. It looks at the future of the…
May 8, 2018
March 12, 2018
Retirement Strategies – Spending Safely
Today’s post is about a report from Stanford on Retirement Strategies.
March 12, 2018
January 22, 2018
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 27, 2017
The Generation of Wealth – Resolution Foundation
Today’s post is about a report from earlier this year by the Resolution Foundation. It’s called The Generation Of Wealth,…
November 27, 2017
November 13, 2017
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
October 30, 2017
Hitting the target – PLSA report on pensions
Today’s post is about a report from the Pensions & Lifetime Savings Association (PLSA) on Pensions. It’s called Hitting the…
October 30, 2017
October 16, 2017
P2P Lending Review – Another Alternative Investment Report
Today’s post is about another Alternative Investment Report from Intelligent Partnership. This one covers the state of play in P2P…
October 16, 2017
October 2, 2017
A Piggy Bank For Healthcare – IEA on the NHS
Today’s post is about a recent discussion paper from the IEA on how the NHS should be funded. It’s called…
October 2, 2017
September 18, 2017
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
September 4, 2017
FCA Retirement Outcomes Review – Interim Report
Today’s article is about the FCA’s Retirement Outcomes Review. The Interim Report was published last week.
September 4, 2017
August 14, 2017
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
July 31, 2017
Blackrock Pulse 2017 – Survey of UK investors
Today’s post is a look at the UK section of Blackrock Pulse 2017, a global survey of investors.
July 31, 2017
