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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Investment

Call for Govt review of ASP taxes

The Government should review its "onerous" 82% tax on alternatively secured pensions (ASP), according to AJ Bell.

clock 23 March 2009 •

Your profession

IFAs told 'stick to what you're good at'

Advisers are being urged to steer clear of investment management and stick instead to building relationships with their clients.

clock 23 March 2009 •

Protection

Liberty launches PI team for advisers

A new team to meet advisers' professional indemnity(PI) needs has been launched by Liberty International Underwriters Europe (LIU Europe), a division of Liberty Mutual Group.

clock 23 March 2009 •

Investment

Schroders renames US Small and Mid Cap fund

Schroders is renaming its £146m US Small and Mid Cap fund to simply US Mid Cap to better reflect the vehicle's investment style.

clock 23 March 2009 •

UK

Woodford targets defensives over cyclicals

Invesco Perpetual's head of investment Neil Woodford says defensive areas of the market remain undervalued and offer opportunities to deliver strong dividends and cash flow.

clock 23 March 2009 •

Your profession

AToM branches out into general insurance

Assurant Intermediary has teamed up with All Types of Mortgages (AToM) to provide the packager with general insurance (GI) products.

clock 23 March 2009 •

Your profession

NU overhauls estate planning range

Norwich Union is to replace its flexible trust options for inheritance tax (IHT) planning with new discretionary trusts.

clock 23 March 2009 •

Technology

PFS launches online TCF tools

The Personal Finance Society (PFS) is joining forces with compliance experts The Consulting Consortium to launch two new web-based tools to help advisers meet TCF requirements.

clock 23 March 2009 •

Your profession

Mortgage Intelligence ups GI access

Mortgage Intelligence (MI) has begun offering its members access to Legal & General's (L&G) GIology system via its general insurance (GI) panel.

clock 23 March 2009 •

US

Schroders renames US Small and Mid Cap fund

Schroders is renaming the Schroder US Small and Mid Cap fund to Schroder US Mid Cap fund to better reflect the way that the fund is managed.

clock 23 March 2009 •
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