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Professional Adviser

Professional Adviser

Articles by Professional Adviser

uncategorised

First Forum details released

COVER Protection and Health Insurance Forum This year's COVER Forum will be held on 8 October 2009....

clock 01 March 2009 •

Technology

A pension revolution

One leading IFA firm in Scotland explains how going on platform is transforming their pension offering

clock 01 March 2009 •

Investment

Offshore on demand

Steven Whalley puts forward his views as to why offshore contracts should be an important consideration in a retirement planning strategy

clock 01 March 2009 •

Technology

Awakening adviser interest in the platform

clock 01 March 2009 •

uncategorised

In tough times trust a recognised performer

Your clients can trust the award winners When you're 100% focused on delivering good investment performance, it's rewarding to be recognised for doing your job well - particularly when market conditions are tough.

clock 01 March 2009 •

uncategorised

Provider sites mislead public

Companies emerged as falsely selling PPI under the facade of IP, shows list

clock 01 March 2009 •

Estate planning

Understanding trusts

Jeremy Pearson discusses the pros and cons of choosing trusts

clock 01 March 2009 •

uncategorised

Targeting advice

Helen Morrissey talks to Nick Flynn about the launch of The Retirement Adviser - a specialist service focused on the post retirement market

clock 01 March 2009 •

Business

Zurich group risk launch plans top service delivery

Zurich has entered the group risk business in the UK, with an initial focus on group life (lump sum)...

clock 01 March 2009 •

Cashplans

First in the line

The Healthcare cash plan is proving its resilience in the recession as contributors continue to increase. Peter Carvill asks if it will emerge at the front of this year's protection growth Click here to download pdf (PDF, 868KB)

clock 01 March 2009 •
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