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Better Business

uncategorised

Getting a fair deal for small pension pots

Advisers need to ensure customers with small pensions funds are treated fairly, writes Andrew Megson, managing director of retirement at Partnership.

clock 27 May 2010 •

uncategorised

Is pensions simplification a pipedream?

The pensions savings marketplace could be re-energised with just a few changes to the original simplification proposals never adopted in the RIA, writes John Moret, Suffolk Life's director of marketing.

clock 27 May 2010 •

Your profession

How can you play to your team's strengths?

Making sure roles are clearly established within your business will lead to greater productivity, writes Brett Davidson, chief executive of FP Advance.

clock 27 May 2010 •

VCTs / EIS

Paraplanner Zone: Piers Denne

Piers Denne from Future Capital Partners looks at the implications of the 50% tax regime for investors.

clock 20 May 2010 •

TMT

Tech Review: Canada Life

This week, AT8's Mark Loosmore's tour of the product providers took him to Potters Bar to interview David Greenall of Canada Life.

clock 20 May 2010 •

Regulation

Financial services industry gets ready for tougher regulation

Adviser firms must establish robust risk management and compliance procedures as the financial services industry prepares for tough regulatory reform, writes Michael Ralls from Kroll Background Worldwide.

clock 20 May 2010 •

Your profession

When advisers become a target

You're at a party and a guest berates you for your role in the economic crisis. How do you respond? Bryce Sanders, president of Perceptive Business Solutions, offers some diplomatic solutions.

clock 19 May 2010 •

Wrap/platforms

The tricky business of platform due diligence

With the number of propositions soaring and the FSA issuing strict guidance, advisers need to carry out careful due diligence when picking the right platform for clients, writes Skandia's Jeremy Mugridge.

clock 13 May 2010 •

uncategorised

IHT: Not just a tax on the wealthy

Property values may have increased by 106% in the past decade but inheritance tax thresholds have not. Jonathan Gain of Stellar Asset Management looks at why IHT planning should be a high priority for clients of all ages

clock 13 May 2010 •

Wrap/platforms

Dawn of a new decade for platforms?

Hugo Thorman, managing director of Ascentric, examines the issue of disclosing costs post-RDR.

clock 13 May 2010 •
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