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Analysis

Term Assurance

Gravitational pull

Due in part to the Government's removal of tax relief on PTA, term assurance has failed to stay at the sales peak reached in 2004. Peter Carvill investigates why it has not reached its formerly lofty heights again. Click here to download pdf

clock 01 January 2008 •

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Waiting for The tide to turn

Sarah Godfrey looks at how, under the stewardship of Tineke Frikkee, the Newton Higher Income fund has maintained its course in the face of both market adversity and peer pressure

clock 01 January 2008 •

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Association of International Life Offices - Education, Education, Education

There is still a large percentage of advisers who do not recommend offshore contracts. I believe tha...

clock 01 January 2008 •

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Performance

These stats show fund manager performance ranked over specified timeframes, and are provided by Lipper. The details are as up-to-date as possible and if there are any amendments that need to be made, please contact Helen Morrissey on 020 7034 2665

clock 01 January 2008 •

Pensions

Question: In your opinion what has been the most interesting development in the retirement planning market in 2007? How do you think it will develop over the coming year?

Each month, we ask our industry to answer one big question!

clock 01 January 2008 •

Bridging Loans

Meeting customer needs

Keith Haggart tells us about Prudential's Lifetime Mortgage and the choices available to customers

clock 01 December 2007 •

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Performance

These stats show fund manager performance ranked over specified timeframes, and are provided by Lipper. The details are as up-to-date as possible and if there are any amendments that need to be made, please contact Helen Morrissey on 020 7034 2665

clock 01 December 2007 •

Client Acquisition

Wide of the mark

After another less-than-successful year, individual income protection is the subject on everybody's lips as this month's COVER survey paints a stark picture. Lucy Quinton reports. Click here to download pdf

clock 01 December 2007 •

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a fundamental difference

Allianz RCM's US Core Equity funds have been returning impressive figures with the portfolio outperforming its benchmark year to date. Tiffany Hancock looks at the company's unique investment approach

clock 01 December 2007 •

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Question: In the Pre-Budget Report the government decided not to change tax rules to allow further development of third way products. What effect do you think this decision will have on these products as well as the decumulation market as a whole?

Each month, we ask our industry to answer one big question!

clock 01 December 2007 •
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