3 Guaranteed Ways to Improve Your Portfolio and Pensions

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Lulu.com, Sep 1, 2008 - 114 pages
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This self study course is for individuals resident in the United Kingdom, who want to make the most of their investments and pensions. Part of the process involves taking your money out of the hands of IFAs and their supporting life companies and financial institutions, because their products are usually not worth buying, nor holding onto. This book will show you the alternatives and guide you through all practical steps to make your money work optimally. Since the main share markets are now in recession, you need to know why your fund managers will be leaving your money invested in areas which are falling in value, and what to do about it.Since we can no longer reclaim the dividend tax credit, it can no longer be said that pensions and 'ISA's grow tax free - except for one loophole still left, which this book explains.

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This is very well researched volume written by Rob Noble-Warren who won the first Financial Planner of the Year competition in the UK.
It has chapters on how to investigate the financial service
charges, tells you how to choose a pnvate bank or stockbroker account from the short-list, how to transfer your money to that, how to decide a strategic asset allocation, decide the parameters for deciding when to sell, when to buy, when to make the sells and when to make the buys. The book also gives access to free online material.  


World Growth is Slowing Down
Do fund managers manage?
What is happening in the markets today?
International and Offshore Wraps
Even the good managers have a sellby date
The When to Buy parameters
Buy to Let
Optimising State Pensions
Dealing online with wraps

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