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blog

Your profession

P&P Invest: How we look after clients while on holiday

We ask advisers for their tips on managing clients when they go on holiday...

clock 19 July 2011 •

uncategorised

Blog: Is compulsory auto-enrolment the future?

Has enough consideration been given to the effectiveness of auto-enrolment?

clock 18 July 2011 •

Critical Illness

Protection: not all clients can rely on friends and family

Steve Payne, managing director, protection, at Friends Life, on why the very worst things in life often catch us by surprise...

clock 14 July 2011 •

Investing in the profession

Is it me, or do providers not want my business?

Chartered financial planner Shannon Currie is confused. Why do providers who successfully win business from her then do everything they can to lose it?

clock 14 July 2011 •

Investment

How offering clients direct positions boosts diversification

Graham Coxell, chief executive of Rowan Dartington, explains why offering clients direct positions in combination with multi-manager solutions adds another layer of diversification...

clock 14 July 2011 •

Your profession

From the editor: Ads should be powerful (but not too powerful

Some of you may (stress may) remember a billboard advertising campaign doing the rounds in the 60s, about saving for retirement.

clock 14 July 2011 •

Investment

Blog: Another exit? What is going on at Ashcourt Rowan?

Ashcourt Rowan has acquired a bad habit of losing staff and with rumours of more to follow it had better act quick to stem the tide.

clock 13 July 2011 •

uncategorised

Blog: NEST CIO Mark Fawcett explains annuity panel

Mark Fawcett, chief investment officer at the National Employment Savings Trusts (NEST), explains how the vehicle's board set up its recommended annuity provider panel.

clock 12 July 2011 •

Mortgages

Dual pricing: how to overcome this 'necessary evil'

Phil Whitehouse of The Mortgage Alliance on how brokers can mitigate the impact of dual-pricing

clock 11 July 2011 •

uncategorised

Blog: Pensions? I'd rather talk about the birds and the bees

Sixteen-year old Will Kneeshaw, who undertook a work experience placement at Incisive Media, publisher of IFAonline and Professional Adviser, says although pensions are "not the sort of thing that would get me up in the morning", he understands that starting...

clock 08 July 2011 •
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