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

Scotland Investment Roadshow 2024: Last chance to join PA in Edinburgh and Glasgow

Scotland Investment Roadshow 2024: Last chance to join PA in Edinburgh and Glasgow

The Scotland Investment Roadshow kicks off next week

Professional Adviser
clock 18 September 2024 • 2 min read

Building Society-owned Newcastle Financial Advisers acquires Openwork firm

First of a number of acquisitions

Hannah Godfrey
clock 09 December 2019 • 1 min read

Bond managers fear hedges being undermined as liquidity dries up

The recent sell off in the bond market and growing liquidity issues have forced bond investors to use similar hedging techniques, undermining their effectiveness and causing concerns about how much downside protection funds really have.

Anna Fedorova
clock 03 July 2013 •