Annuities again – rate of return
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Author: Mike Rawson
Weekly Roundup, 13th January 2015
We begin the weekly roundup with the FT round table. FT Round Table – themes for 2015 The FT got a panel of pundits together to discuss 2015. As well…
Social Trading – an experiment
I’m not an active trader at the moment, and haven’t been for a few years. One of my resolutions for 2015 is to get back into it, but I’m going…
Psych 101 –
Psychology in Investment
Psych 101 (psychology in investment): marshmallows, character, transaction utility, losing your marbles, nudging, transparent wealth
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…
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…
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
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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…
