The need to manage a customer's risk and expectations is paramount. Graham Bentley, head of proposition at Skandia, looks at the best way to do it.
In the light of recent market volatility, investors may have become disillusioned by the price falls experienced from seemingly ‘cautious’ funds. These products tend to be marketing creations, with little...
Caring for children and elderly relatives
Similar to June 2007
Square Mile’s series of informal interviews
Fine reduced to £60,000
Two roles created