Investment
Investments video, blogs news and tips
Investment Videos
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What Are PRIIPs KIDs and IODs
PRIIPs
We explain: What is PRIIPs? Packaged retail investment and insurance-based products regulations. What is a KID? ...
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How To Choose Which Fund To Invest In
Choosing Funds
Which fund should I invest in? How to choose which fund to invest in. We explain ...
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Short Medium Long Investment Portfolio Build
SML Invest
We explain our approach to short medium and long term investment portfolio building for pensions and investments....
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Efficient Markets Hypothesis EMH and Index Tracker Funds
EMH and Indices
Video explores the Efficient Markets Hypothesis EMH and actively managed versus passive index tracker funds and ...
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What is the VIX Volatility Index
VIX
What is the Volatility Index? Created by Chicago Board Options Exchange (CBOE), a measure or market ...
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Should I Invest In Premium Bonds 2017
Premium Bond 2017
Should I Invest In Premium Bonds 2017? We debate pros and cons for no tax, basic ...
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Time Apportionment Relief Offshore Bond
Time Apportion
Video explores offshore bonds for expats that have returned to the UK and how Time Apportionment ...
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EIS Enterprise Investment Scheme
EIS
How to get 30% tax relief on up to £1m investment per year. That's £300,000 tax ...
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SEIS Seed Enterprise Investment Scheme
SEIS
How to get 50% tax relief on up to £100k investment per year. That's £50,000 tax ...
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Chargeable Event Cash in Bond
Chargeable Event Cash in Bond
When partially surrendering or cashing in an insurance investment bond, you may pay more tax if ...
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Lifetime ISA
Lifetime ISA
Video explains the basics to Lifetime ISA (LISA), savings limits, age limits, the 25% bonus and ...
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KISS Keep It Simple Stupid Investing
KISS Investing
The KISS principal of Keep It Simple Stupid is what we apply to investing and investment ...
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Peer to Peer Lending
Peer to Peer Lending
Video explores peer to peer lending, whether you want to become and peer to peer investor, ...
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Crowdfunding
Crowdfunding
Video looks at crowdfunding for projects, support, rewards, bonuses and offers as well as investing in ...
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Where Can I Buy Gold
Where Can I Buy Gold
With the potential rush to safe haven investments if markets tumbled we explain where you can ...
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Negative Interest Rate Investing
Negative Interest Rate Investing
With the Bank of England potentially reducing base rates to 0.25% or 0.0% and high street ...
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Investment Growth Inflation and Interest Rates Link
Investment Growth Inflation and Interest Rates Link
Real investment growth and returns are linked to inflation and interest rates by adding a risk ...
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Swing Pricing
Swing Pricing
In this video we explain what swing pricing is. When there is a 'run' on an ...
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Ability to Withstand Investment Losses
Ability to Withstand Investment Losses
This video explores things that you should consider for your pension and investment spread to protect ...
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Investment Bonds v Collectives Capital Gains Tax 2016
Investment Bonds v Collectives Capital Gains Tax 2016
A video looks at the changes to capital gains tax in 2016 and the debate of ...
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What should I do with investments before EU brexit vote
What should I do with investments before EU brexit vote
Video explores the build up to the UK referendum on EU membership, a brexit vote and ...
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How Do I Check My Investment Fund Make Up
How Do I Check My Investment Fund Make Up
Video shows you how to quickly find out what your pension or investment fund is actually ...
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Crowdfunding Pros and Cons
Crowdfunding Pros and Cons
Video - crowdfunding is increasingly popular for entrepreneurs to raise business capital for existing and new ...
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Worried About Stock Market Falls February 2016
Worried About Stock Market Falls February 2016
Video explores issues if you are worried about stock market falls in February 2016. What should ...
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CFD Contracts For Difference
CFD Contracts For Difference
Video explores and explains CFD Contracts For Difference where your investment is a bet on rise ...
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Inert Reactive or Proactive Investment
Inert Reactive or Proactive Investment
Video explores the traits and pitfalls for an investor with Inert, Reactive or Proactive Investment habits. ...
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Structured Investment Plan
Structured Investment Plan
Video explains how a Structured Investment Plan works and what risks you should look out for ...
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Switch Investments to Transparent Charges
Switch Investments to Transparent Charges
Video explains why some pension, investments and life insurance plans have hidden charges the switch over ...
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Target Date Fund v Lifestyle Fund
Target Date Fund v Lifestyle Fund
Video explores the use of Target Date investment funds rather than Lifestyle investment funds when pension ...
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Where to Buy Gold Bullion and Silver
Where to Buy Gold Bullion and Silver
Video looks at how and where to buy physical gold bullion, silver and platinum on precious ...
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Big Investment Fund Pros and Cons
Big Investment Fund Pros and Cons
We take a look at the pros and cons or investing in large, supertanker investment funds, ...
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Investment Herding
Investment Herding
Video asks whether you follow the flock with your investments and simply going on past performance ...
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Summer Budget 2015 Dividend Tax
Summer Budget 2015 Dividend Tax
Video looks at the dramatic withdrawal of the dividend tax credit and the introduction of a ...
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Lifetsyle Pension Fund Switching
Lifetsyle Pension Fund Switching
Video explains the principle of lifestyle funds and automatic switching of risk profile between higher risk, ...
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How To Get Highest Interest Rate
How To Get Highest Interest Rate
Paying for financial advice to find the highest or most suitable bank account and interest rate ...
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Financial Adviser to Test Your Investment Knowledge
Financial Adviser to Test Your Investment Knowledge
Video explains that financial advisers and finance companies will have to test your investment knowledge and ...
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Budget 2015 Flexible ISA
Budget 2015 Flexible ISA
Chancellor confirms that you will be able to withdraw funds from your ISA in current tax ...
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Savings Zero Tax Rate and 5000 Allowance
Savings Zero Tax Rate and 5000 Allowance
Video explains the zero rate of income tax for savings interest and the savings allowance for ...
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Autumn Statement Tax Free ISA Transfer on Death
Autumn Statement Tax Free ISA Transfer on Death
Video explains Chancellor George Osborne’s Autumn Statement December 2014 and the new facility to transfer ISA ...
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Bundled v Unbundled Clean Charge Investment Funds
Bundled v Unbundled Clean Charge Investment Funds
Video explains the difference between bundled and unbundled investment funds and how hidden charges are now ...
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Bed and ISA Sell Stocks and Transfer to ISA
Bed and ISA Sell Stocks and Transfer to ISA
Bed and ISA video explains the tax benefits of using up your yearly capital gains tax ...
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Pensioner Bond 2015
Pensioner Bond 2015
Video looks at the new Pensioner Bond 2015, rates published December 2014, available January 2015 and ...
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Purchased Life Annuity
Purchased Life Annuity
Video explains the alternative investment for income and the tax advantages of a purchased life annuity ...
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New ISA NISA Explained
New ISA NISA Explained
TranscriptIsa’s an individual savings account, this video explains individual savings accounts and what I am going ...
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Capital Redemption Bond
Capital Redemption Bond
Video introduces the Capital Redemption Bond i.e. a bond without life insurance built in meaning it ...
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Chargeable Event Certificate
Chargeable Event Certificate
Video explains what a chargeable event certificate is for full and partial cashing in for investment ...
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Green Investment Alert 090814
Green Investment Alert 090814
We issue our Green Investment Alert 090814...
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Why We Use FTSE 100 Benchmark
Why We Use FTSE 100 Benchmark
Video to explain why we use FTSE 100 Index as a benchmark for our traffic light ...
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Grow Investment Active Switching
Grow Investment Active Switching
Video explains how to simply grow investments with active switching of pension and investment funds...
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Peer to Peer Lending Explained P2P
Peer to Peer Lending Explained P2P
Peer to Peer P2P lending is becoming more popular as an alternative place to invest cash ...
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Traffic Light Investment Alert
Traffic Light Investment Alert
Video to explain our red, amber and green traffic light investment alerts....
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Unregulated Collective Investment Scheme UCIS
Unregulated Collective Investment Scheme UCIS
We explain the basics and downside of an Unregulated Collective Investment Scheme UCIS...
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Insurance Bond Assignment
Insurance Bond Assignment
The benefits of insurance bond assignment and change of ownership for tax, university fees, gifting and more...
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Index Tracker Funds
Index Tracker Funds
An index tracker fund will simply track the index there is no ongoing management.This means that ...
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Correlated V Non-Correlated Investment
Correlated V Non-Correlated Investment
Some people may have a balanced investment portfolio which will even out the funds that have ...
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Outsourcing Fund Recommendations
Outsourcing Fund Recommendations
Some financial advisers don’t keep up with markets and the changes to funds. They will outsource ...
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Active Funds or Passive Funds
Active Funds or Passive Funds
An active fund is where the fund manager is on a daily basis making positive and ...
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What Is Pay M
What Is Pay M
Register for Pay M with your bank from 02/04/14Pay M goes live on the 29th April ...
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Our Initial Review Service
Our Initial Review Service
Our initial review service is a service that will give a focused review of specific policies: ...
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Using Calculator to Work Out Future Spending Power of Money
Using Calculator to Work Out Future Spending Power of Money
It’s important to work out the future spending power of your pensions, savings and investments by ...
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Using Calculator to Work Out Future Investment Value
Using Calculator to Work Out Future Investment Value
It’s important to work out the future value of your pensions, savings and investments.Scientific FormulaEnter “Amount ...
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Bank Building Society Rates
Bank Building Society Rates
To tell you who are giving the best rates for your instant savings we must research ...
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Interest Rate Con
Interest Rate Con
Just because someone is headlining the best interest rate does not mean that is the rate ...
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Share Price Matching
Share Price Matching
Share matching is a way of stopping people manipulating their capital gains tax allowance.This is done ...
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Exchange Traded Fund
Exchange Traded Fund
Exchange traded funds (ETFs) will invest in indices. ETFs will invest in a specific sector of ...
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Why We Don't Like Platform Investments
Why We Don't Like Platform Investments
Charges for platform investments may include:- The platform itself- Financial adviser for ongoing services- Fund manager chargesThe rates for ...
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What are Platform Investments
What are Platform Investments
An investment platform is like a supermarket isle you have lots of different choice of investment ...
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Making Money in the Markets
Making Money in the Markets
If you were to invest the same amount of money per month and the markets dropped ...
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Discounted Gift Trust Rate Changes
Discounted Gift Trust Rate Changes
The current income assumption is 5.25%. As from the 1st of December 2013 HMRC will reduce ...
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Traffic Light Investment Alerts
Traffic Light Investment Alerts
We issue traffic light investment warnings via email and text message. These warnings tell people when ...
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Investment Advice Services
Investment Advice Services
Independent Financial Advisers will search the whole market, and are unbiased.We review your needs and wants ...
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Top Slicing Relief
Top Slicing Relief
Investments in insurance company investment bonds are known as whole of life non-qualifying investment plans.Some life ...
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Attitude To Risk
Attitude To Risk
Investment risk comes down to how you feel about taking risks.A suggestion is to think about ...
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Insurance Bonds Explained
Insurance Bonds Explained
With an insurance bond you are able to withdraw up to 5% per annum of the ...
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Investment Platform Charging
Investment Platform Charging
Imagine an investment platform like an invest supermarket and in each section there are multiple tins ...
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Stock Market Crash Explained
Stock Market Crash Explained
We help clear up some of the definitions and common phrases heard in investments....
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When to Invest
When to Invest
One of the most common questions asked is when to invest, here we explain when people ...
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Stock Market Effect
Stock Market Effect
An explanation on how a stock markets effect a countries economy....
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Unit vs Investment Trust
Unit vs Investment Trust
A helpful explanation as to the differences between unit and investment trusts. Knowing the differences could ...