professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • News Analysis
    • People Moves
    • Market Movers
    • Interviews
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Inheritance Tax
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

      • Cost of Living
      • Partner Insight
      • InvestmentIQ
      • Fidelity Adviser Solutions Hub

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

Retirement

Income

Meeting client needs

Dave Harris discusses the merits of fixed term annuities in helping clients plan their retirement strategies

clock 01 September 2008 •

Investment

Ivy League-led portfolios

Robert Pemberton looks at what lessons we can learn from observing how Harvard and Yale manage investments

clock 01 September 2008 •

Income

The responsibility is yours

Ian Naismith presents the findings of their latest retirement income report

clock 01 September 2008 •

Investment

An all time high

Marc Chamberlain goes through the benefits of structured products

clock 01 September 2008 •

Estate planning

Taking care with different trusts

Geoffrey Shindler goes through how different trusts can be used and the issues advisers need to bear in mind when using them

clock 01 September 2008 •

Regulation

QROPS: whys and wherefores

Paul Davies goes through the issues advisers and their clients need to be aware of when dealing with QROPS

clock 01 September 2008 •

Income

Draw down cautiously

Athole Smith looks at how with-profits can offer a good solution for cautious income drawdown investors

clock 01 September 2008 •

Income

Keeping things simple

Bernard Footitt looks at how increasing complexity in the retirement market affects how advisers deal with their clients

clock 01 September 2008 •

Investment

Income stream leads offshore

Gerry Brown discusses the benefits of using offshore bonds as part of a retirement planning strategy

clock 01 September 2008 •

Income

Understanding drawdown

Product providers highlight the benefits of using drawdown as part of a retirement planning strategy and discuss how they think the market will evolve to meet customer needs

clock 01 September 2008 •
859860861
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?category=retirement&page type=listing page