Passive investing: what is it and how does it work?

Research suggests a blend of level annuities and equities is the best asset allocation for a retiree, but an escalating annuity offers more security.

Annuity? Index-linked government bonds? robbing a bank? Exploring the best option for making sure you never run out of retirement income.

Focussing on your most important goal in retirement is the first step in building a secure retirement plan.

A DIY investor who cares can be much more useful to a relative on the verge of retirement than professionals concerned with their bottom line.

Are the Powershares FTSE RAFI ETFs the best value investing option for UK passive investors?

Fundamental indexing promises greater rewards than regular passive investing but it also carries greater risk.

Platform charges will now be the norm in the UK after the FCA gave commission-paying funds the chop. Here’s what you need to know and do.

Capture the extra returns potential of the value premium with this comprehensive selection of UK-investible value funds.

The market’s on fire and we’re dancing like chimps on heat around our model passive portfolio.

What is the value premium? How does it work and how big is it? We explain all without droning on about Risk Factor models…

How big are return premiums like value and small cap? Are they worth the risk?

Increase your expected returns or lower your risk by embracing return premiums.

Tips on using the best tool I’ve found for analysing tracking error on a wide range of index trackers.

How to work out which broker will cost you less, depending on the size of your portfolio.

What the tracking error of the leading FTSE All Share index trackers can teach us about the dangers of relying on the TER / OCF to choose funds.