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Professional Adviser

Professional Adviser

Articles by Professional Adviser

uncategorised

Addressing risk appropriately

clock 01 July 2009 •

Pensions

Into the limelight

Ian Naismith looks at how advisers should assess client suitability for a SIPP

clock 01 July 2009 •

Income

Making the best of it

Volatile investment markets may put many people off income drawdown, but Mary Stewart believes it still has much to offer

clock 01 July 2009 •

Income

Managing opportunities

Billy Mackay discusses what income drawdown can offer people coming up to retirement

clock 01 July 2009 •

uncategorised

Performance

These stats show fund manager performance ranked over specified timeframes, and are provided by Lipper. The details are as up-to-date as possible and if there are any amendments that need to be made, please contact Helen Morrissey on 020 7004 7537

clock 01 July 2009 •

Your profession

Recession 'near bottom' - OECD

The Organisation for Economic Cooperation and Development (OECD) says the world economy is near the bottom of the fiercest recession in post-war history.

clock 24 June 2009 •

Fixed Income

Cowley takes reins on Omam Dynamic and Global Bond funds

Stewart Cowley has been appointed as manager of the Old Mutual Global Strategic Bond and Old Mutual Dynamic Bond funds.

clock 24 June 2009 •

Mortgages

Abbey case declines will be final

Abbey for Intermediaries (AFI) has taken steps to improve its service offering by making changes to its application process, meaning cases that fail to meet the lender's new guidelines will be declined and not reconsidered.

clock 24 June 2009 •

Offshore Investment

IFA jailed for $800k Brit expat fraud

Purported IFA Alan Gardner has been jailed for defrauding British expats in Indonesia of over US$800,000 through a fictitious investment scheme.

clock 24 June 2009 •

uncategorised

Concept FP achieves ISO22222

Concept Financial Planning has achieved the ISO22222 certification through Standards International.

clock 24 June 2009 •
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