Tag Archives: Paul Lewis

“People taking their own decisions”?! How the Lewis’ gang up on IFAs.

Posted on February 17, 2017 by henry tapper

I don’t know if there’s something in a name, but if I was an IFA, I’d be butting my head against anything called “Lewis” this morning. There’s Martin Lewis, talking to us on the TV of taking control of our … Continue reading →

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Can the Government nudge us to be proud to rent? #housingwhitepaper

Posted on February 8, 2017 by henry tapper

Within an hour of the document’s publication, Paul Lewis had delivered his verdict and people were keen to endorse it. I was not one of them. The UK housing market is too big a ship to be turned round by … Continue reading →

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Respect for the self-employed

Posted on November 6, 2016 by henry tapper

It’s a truth as old as the hills that there are two types of self-employed. Those who choose to be and those who have no choice. Most people who read this blog have more experience with the “professional” classes who … Continue reading →

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Pension fury from Paul Lewis

Posted on September 17, 2016 by henry tapper

It’s worth subscribing to Paul Lewis’ weekly Moneybox blog, delivered to your inbox on a Friday afternoon. This week’s mail addresses a central unfairness; those laying down the law on pensions are sorted , those they tell to “engage” –  face  “glacial”  innovation from … Continue reading →

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The true cost of investing

Posted on September 3, 2016 by henry tapper

Paul Lewis has had a summer holiday sitting in his tent reading spreadsheets. I spent the past 24 hours listening to people within the investment industry, either boasting that they were enabling as much as 3% pa of a client’s … Continue reading →

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We don’t need financial chauffeurs- we need driverless pensions.

Posted on September 1, 2016 by henry tapper

Paul Lewis helps you find a good financial adviser In his article “Find a good financial advisor”, Paul Lewis argues that most people do not need a financial advisor at all, and for those who insist on one, there are … Continue reading →

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Very “interest”-ing

Posted on August 16, 2016 by henry tapper

For millions of savers, the most important piece of financial news over the past few weeks has not been about the impact of bond yields on pension liabilities or their mortgage interest payments or the state of the stock market. … Continue reading →

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“Retirees don’t know what to do” – NO SHIT SHERLOCK!

Posted on August 15, 2016 by henry tapper

The BBC report… A minority of those aged 55 and over are withdrawing too much from their pension pots, the industry has warned. However, after the first full year since pension freedoms began, the Association of British Insurers (ABI) said … Continue reading →

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Cash beats shares for capital gains (but not for pensions).

Posted on June 15, 2016 by henry tapper

Paul Lewis has produced a brilliant study that shows how the outcomes of investing a capital sum in cash would have been better than investing in shares over the past 21 years. Paul is right, the numbers do  not lie and … Continue reading →

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Secondary annuities- more questions than answers

Posted on May 7, 2016 by henry tapper

  I’ve been asked for my views on secondary annuities. I asked myself would I trade my annuity. Of course, I wouldn’t, I wouldn’t buy one. I wouldn’t sell my state pension, I wouldn’t sell my rights to my defined … Continue reading →

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