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Advertisement

Protection

Can fortune favour the cautious when market conditions get tough? We think so…it's all about asset allocation.

In a turbulent market that is affecting all asset classes, don't you just find many of your clients are favouring the quiet life. For many investors, steady returns on a year in year out basis may sound like a cautious, but attractive option....

clock 07 July 2008 •

Investment

Investment Protection - general - for the Inv Page

The first thing to say about structured products is that we should probably call them something else. All products and investments are structured in some sense.

clock 02 July 2008 •

Protection

IFA Retirement package

IFA firms are normally valued as a multiple of renewal income plus a factor for goodwill built up through strong client relationships.

clock 01 July 2008 •

Investment

Why you should be taking your clients' cash home

Increasingly at Cater Allen, we are finding that IFAs are turning to us in their need to invest clients' cash funds across multiple banks, in order to spread the saving risk.

clock 04 June 2008 • 4 min read

Investment

SWIP UK Advantage Fund - May 2008

A consistent outperformer in UK equities The SWIP UK Advantage Fund has delivered consistent top quartile returns over a five-year period. Peter Cockburn, the Fund's manager, believes that investing in a range of UK equities will boost the Fund's returns...

clock 29 May 2008 • 2 min read

Structured Products

Redefining the UK structured products markets

Gary Dale head of intermediary sales, Investec Structured Products, answers questions from Tim Mortimer of Future Value Consultants on the current state of the UK structured products market.

clock 16 May 2008 •

Investment

Risk management for Living Benefits - a report by Cazalet Consulting

The advent of "Living Benefits" in the UK has heralded much debate. Cazalet Consulting's report on Living Benefits described them as the "investment holy grail" by being able to provide exposure to the upside of equities, whilst at the same time limiting...

clock 12 May 2008 •

Investment

Infrastructure investing: Inflation-linked income

In a recent address to the Institute of Economic Affairs, the Deputy Governor of the Bank of England outlined the two primary risks currently facing the UK economy - the ongoing crisis in financial markets and the renewed build up of inflationary pressure....

clock 29 April 2008 •

Investment

When change is inevitable, relax and enjoy it

One of the most consistent and scathing criticisms of financial services companies by the media and consumer groups has been over the practice, in some quarters, of tempting new clients with advantageous terms and products that are never offered to existing...

clock 11 April 2008 •

Protection

Tele-interviewing delivers for financial advisers and clients

The protection industry is making huge strides in its efforts to tackle the issue of non-disclosure with new guidance issued in January by the Association of British Insurers. The ABI guidance covers fair treatment of claims for critical illness, income...

clock 13 March 2008 •
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