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…
- 7 Circles - your heavenly path through investment hell -
Weekly Roundup, 23rd December 2014
We start today’s weekly roundup with more pensions reviews. ContentsIPB pensions reviewFCA review of RDR Firemen’s pensionsGenerous benefitsLow-cost online adviceSanta rally IPB pensions review Josephine Cumbo in the FT reported that…
Weekly Roundup, 15th December 2014
We start today’s weekly roundup with Jonathan Eley’s FT column. ContentsUK savings rateAccounting scandalsUK state pensionBritish Assets TrustNo-Fee ETFPensioner bonds UK savings rate Jonathan was looking at a report from…
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…
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.
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…
Weekly Roundup, 2nd December 2014
ContentsCloset trackers part 2P2P on platformsBuy to letCorporate venture capitalBehavioural financeThe demographics of stagnationDirectors’ dealings Closet trackers part 2 Today’s weekly roundup begins as do so many with Merryn’s column…
World Money Show London, November 2014
A couple of weeks ago I made it over to the Queen Elizabeth II conference centre opposite Parliament, for the annual World Money Show London. It’s a two-day event which…
Broker Costs
This is a preliminary post comparing the basic data for a representative selection of UK brokers. I’ll use this data to draw up a short list of promising candidates to be…
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…
