Weekly Roundup, 6th January 2015
We begin our weekly roundup as usual in the FT. P2P developments Judith Evans reported that Zopa plan to target the retirement market with an annuity replacement product based on…
Author: Mike Rawson
Portfolio Review – Year End 2014
7 Circles Annual Portfolio Review – Year End 2014: how did we do against our benchmark?
Benchmark for Annual Portfolio Review
Today is the first day of the new year. This means that I have to start the annual review of my portfolio’s performance. Before I do that, I need to work…
Fifteen things that could happen in 2015
The outlook for 2015 for the UK DIY investor: US, China, Japan, rate rises, deflation, oil, bonds, Grexit, UK election, UK taxes, UK housing, P2P
10 things that happened in 2014
I had planned to write about five nice things and five nasty ones, but it hasn’t been that kind of year. Instead I have chosen three nice things and seven…
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….
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
You’re trying to reach a page that is behind our paywall. You can sign up to read it by pressing the Patreon button below – thanks. Patreon is a membership…
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. Trapped in my mansion I’m a fan of Osborne and his handling of the…
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…
