While going the extra mile for your clients is an integral part of your service proposition, moving heaven and earth may be somewhat of an over promise.
Jonathan Polin, Britannic Sales and Marketing Director discusses the background to the launch of the unit trust under the new COLL regulations and the key benefits of investing in commercial property.
Mark Tyndall, Artemis Capital Fund Manager and CEO, speaks about the research behind his large cap fund and the value of large cap investments in a well balanced portfolio.
Since its launch in December 2003 the UK Safeguard Optimiser has gone from strength to strength. Based on CPPI (Constant Portfolio Proportion Insurance) methodology the fund uses a formula-driven approach to asset allocation.
These rates are effective from 25 November 2004 to 24 February 2005. As you can see, there is no change to the rates for the next quarter. We will however be keeping you and your clients informed of our current rate every quarter. It's all part of our...
This year inheritance tax (IHT) has really started to make an impression on consumers. Research conducted on Friends Provident's behalf by MORI in September 2004 shows that at least 85% of those surveyed are aware of IHT issues.
With some interesting exits and a wave of new appointments in recent months you could be forgiven for wondering about the apparent change process currently underway at Henderson Global Investors. Phil Jefferson, Director of UK Wholesale, comments on the...
Attack the underperforming excess cash your clients may have on deposit
With the squeeze on costs that the Sandler world has bought to the financial services industry, technology provides a necessary opportunity that is shaping the protection market, Keily Poole from Friends Provident finds out how:
Global equity markets have staged a remarkable recovery from their lows in March last year, but fund managers need to explore new areas of the market to identify true growth stocks, says Richard Turnill, head of asset allocation and economics at Merrill...