Here Today, Gone Tomorrow – More Industry Spin
We look at a recent report from the insurance industry which uses straw men and dubious assumptions to push the idea that annuities are still a good thing.
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Weekly Roundup, 18th March 2015
Weekly Roundup for the UK Private Investor: savings inequality, tax-free pensions, the housing crisis, traded annuities, art, care costs and wages.
Tax Avoidance
Today’s post is about Tax avoidance. In the news Tax avoidance scandals have been in the news a lot recently, but that isn’t why I decided to write about the…
Weekly Roundup, 4th March 2015
We begin today’s weekly roundup as usual in the FT. FTSE-100 all-time high In fact, we begin where we left off last week, with the FTSE-100 hitting record highs. Judith…
Shareholder Value
Today we will be talking about shareholder value (SV), a concept that has been in the news over recent months. Terry Smith wrote a couple of articles in the FT…
Disclosure of investment fund costs
Today we are going to take a look at a position paper issued by the Investment Association this week on the disclosure of investment fund costs. Costs are crucial in…
Money for Life – Financial Health Check
This post is the first in a series describing the basics of personal finance – the things that you need to do before you start investing. Life Stages Life can…
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…
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…
Annuities vs Drawdown – FCA Review of Retirement Income
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