Barrie and Hibbert

Mark Loosmore of IRESS surveys the new attitude-to-risk (ATR) tools deployed in the wake of the FSA’s suitability guidance.

Most of the financial planning solutions we have reviewed to date have tools that the vendors will sell directly to IFAs as well as corporate organisations.

Philip Mowbray highlights the importance of taking a different approach to investment during the decumulation phase.

Philip Mowbray discusses the different options available to help manage the impact of investment risk on retirement income

Scottish Widows is launching a long-awaited online portfolio tool next month which allows the investment adviser to select suitable funds for clients from the whole of the UK investment market.