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Investments: Market Timing Lessons From History


This video from Sensible Investing TV explores new research by two academics at Cambridge Judge Business School and shows how even the brilliant economist John Maynard Keynes couldn’t successfully time investment markets.  

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Cost Matter When Investing Video


At Swindells Financial Planning we have always said that when it comes to investing – costs matter.  This is one of the reasons we advocate a passive style of investing. See why active investing can detract from your investment returns in the below video from SensibleInvesting.tv who give their views to why as consumers we are conditioned […]

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The Retail Distribution Review – your guide part 2


Financial advice has never been free, but the Retail Distribution Review, which came into force on 31 December 2012, has made advice clearer and more straightforward for individuals.  Part two of SensibleInvesting.tv‘s guide to the RDR explains what investors need to know about the new regime; how they can make sure they are getting the […]

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The Retail Distribution Review – your guide part 1


The Retail Distribution Review came into force on 31 December 2012 and was possibly the biggest shake-up for the UK financial advice industry in 25 years. What is the RDR, what has changed, and what will it mean for investors? Watch this video from SensibleInvesting.tv to see part 1 of their RDR Guide.  

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Investment Management – Stop Monkeying Around!


In the world of investment management there is an idea that blind-folded monkeys throwing darts at pages of stock listings can select portfolios that will do just as well, if not better, than both the market and the average portfolio constructed by professional money managers. If this is true, why might it be the case? […]

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Review existing pensions


As we move through our working life, almost inevitably we can build up a collection of pensions from previous employers and self-employment, amounting to significant six figure sums, but do you need to take any specific action with these pensions? Too often, we see advice centred around simplifying and consolidating all your disparate arrangements, which […]

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Passing pensions down the generations


The obvious personal tax benefits of a personal pension (SIPP) are well known, income tax relief on contributions, tax-free growth inside the pension and the option to take 25% of the accumulated fund as a tax-free lump sum, but what about the Inheritance Tax benefits? Defined Contribution pensions (Personal pension/SIPP) can be passed to any […]

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Lasting Power of Attorney


What is a power of attorney? A power of attorney is a legal document that allows someone to make decisions for you, or act on your behalf, if you’re no longer able to or if you no longer want to make your own decisions. There are a number of reasons why you might need someone […]

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