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Feature

Wrap/platforms

Pension switching and in-specie platform re-registration: a call to action from the lang cat

Pension switching and in-specie platform re-registration: a call to action from the lang cat

clock 21 March 2014 •

Managed solutions

PA Portfolio: Are smaller companies set for a pullback?

Are smaller companies set for a pullback?

clock 21 March 2014 • 6 min read

Managed solutions

How to play the healthcare story

How to play the healthcare story

clock 21 March 2014 •

Managed solutions

Which maturing structures performed best in 2013?

Which maturing structures performed best in 2013?

clock 21 March 2014 • 3 min read

Managed solutions

'How could a rational investor ignore it?': Active advocate plants the flag

Simon Evan Cook respects the 'average investor' argument in the active v passive debate, but argues it sidesteps a crucial factor...

clock 21 March 2014 •

Your profession

Taking a holistic approach to retirement

Nigel Orange highlights the importance of taking a holistic approach to retirement planning

clock 21 March 2014 •

Pensions

Is a taxed benefit better than no benefit at all?

The lifetime allowance drops to £1.25m in April ushering in a whole new protection regime. Mike Morrison asks whether it is always right to take up this protection.

clock 21 March 2014 •

Estate planning

Why every client with a business should be encouraged to write a will

Wills are an important but often overlooked part of estate planning. Rob Martins highlights why clients should be encouraged to put a will in place.

clock 21 March 2014 •

Long Term Care

LTC: A nudge in the right direction?

Should financial health checks and care accounts become part of the long-term care market? Fiona Murphy looks at alternative recommendations for funding.

clock 21 March 2014 •

Income

The importance of having a drawdown exit strategy

Andrew Tully discusses income drawdown exit strategies

clock 21 March 2014 •
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