A missed opportunity?

Professional Adviser
clock

Despite the changes that will be wrought by the Retail Distribution Review, Defaqto's latest report into offshore bonds has found that most advisers think it's business as usual. David Abbis explains

Defaqto has published its third report on offshore bonds - Offshore Bonds 2008 - Calmer Waters. The report looks at the current landscape and how that may be changed by the Retail Distribution Review, what providers must do to promote the product and also at the attitude of UK-based advisers to offshore bonds. A survey of advisers by Defaqto in June 2008 indicated that sentiment towards offshore bonds had not changed in 12 months, despite the changes to the CGT regime, which arguably benefit alternative product types. However, the same survey indicated that 27% of advisers never use offsh...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on uncategorised

PA Awards 2027: Submit your entries by 18 September

PA Awards 2027: Submit your entries by 18 September

The 22nd Professional Adviser Awards will take place in London next March

Professional Adviser
clock 04 September 2026 • 1 min read
Multi-Asset and MPS Roadshow: Join PA in a location near you this month

Multi-Asset and MPS Roadshow: Join PA in a location near you this month

Hear from Aberdeen, Aviva Investors, Clever, Downing, Fidelity, Quilter Cheviot, Rathbones

Professional Adviser
clock 04 September 2026 • 1 min read
Two including former police officer charged in connection with £720,000 investment fraud

Two including former police officer charged in connection with £720,000 investment fraud

Due to appear at Westminster Magistrates’ Court

Sophia Panayi
clock 04 June 2026 • 1 min read