Category: The Problem

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...

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...

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.