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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Investment

Pension savers missing out on £720m

Retirement savers in the UK are missing out on an extra £720m in tax relief by not making additional pension contributions.

clock 15 June 2009 •

Investment

Fidelity unveils Adviser On-going Fee service

Fidelity is launching an optional Adviser On-going Fee service in line with the RDR's proposal to move to a fee-based model with customer agreed remuneration.

clock 15 June 2009 •

Technology

True Potential adds asset allocation tools

True Potential has added risk assessment tools from Morningstar and asset allocation models from Ibbotson Associates (a unit of Morningstar) to its business platform.

clock 15 June 2009 •

Offshore Investment

Treasury should support offshore centre business - AIC

The Treasury should support the continued operation of offshore financial centres, according to the Association of Investment Companies (AIC).

clock 15 June 2009 •

Investment

Living Time ups flexibility of income plan

Living Time has reduced the minimum term on its Income Plan to three years, offering IFAs and clients extra flexibility to arrange a secure income while keeping their options open in early retirement.

clock 15 June 2009 •

Your profession

RDR workshops offer CPD points

One-day workshops providing up-to-date analysis of the RDR are being run throughout July for UK advisers by training firm Corporate Training Partnerships (CTP).

clock 15 June 2009 •

Offshore Investment

Treasury should support offshore centre business - AIC

The Treasury should support the continued operation of offshore financial centres, according to the Association of Investment Companies (AIC).

clock 15 June 2009 •

Investment

Fidelity unveils Adviser On-going Fee service

Fidelity is launching an optional Adviser On-going Fee service in line with the RDR's proposal to move to a fee-based model with customer agreed remuneration.

clock 15 June 2009 •

Investment

Take pensions out of politics-experts

Pensions policy should be taken out of day-to-day party politics to allow people to plan for the long-term, industry experts say.

clock 15 June 2009 •

Your profession

FSA appoints Hogg as insurance director

The FSA has appointed Ken Hogg, currently interim chief financial officer at MGM Assurance, as insurance sector director.

clock 15 June 2009 •
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