Investment Advice


Investment essentials


Back in August 2016, we encouraged you to watch a 12 part documentary featuring Robin Powell and Mark Hebner which included all of the key elements to become a better investor and less of a speculator. There is now an abridged and more succinct 16 minute version available (click on the image above) which still […]

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How active fund managers have fared against global indices


Each year the S&P Dow Jones Indices release their S&P Indices Versus Active Funds (or SPIVA) Scorecard report. This looks at how active fund managers have fared against global indices. Robin Powell of The Evidence Based Investor gives us his synopsis and a UK focused view on this report. Click image to read: Aside from […]

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Stock market crashes and corrections


Current media reports are full of news on new highs for stock markets and market commentaries are rife with suggestions that a crash must be around the corner based solely on this information. History has shown us that world stock market index highs are not, on their own, a reliable predictor of future returns. Is […]

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Good and bad investment behaviour


Dan Ariely in Predictably Irrational: The Hidden Forces That Shape Our Decisions says, “Wouldn’t economics make a lot more sense if it were based on how people actually behave, instead of how they should behave?” Conventional Finance theory has long assumed that Investors/Consumers etc. are rational, risk-neutral wealth maximisers, but the experience of the Dot […]

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UK Fund Management Review


In November the Financial Conduct Authority (FCA) released its latest review and this time it has focused UK Fund Management industry practices and how these can impact customers; i.e. you and me. The report is not good reading for the industry and some commentators are urging the FCA to take further action against the morally […]

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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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