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Feature

Your profession

Use or lose it: Tax efficient ways to top up clients' annual allowance

Colin Batchelor of Legal & General Savings explains how your clients can still make significant contributions to their pensions despite a reduction in the annual allowance rules.

clock 26 January 2012 • 4 min read

Your profession

Will Dilnot see return of pre-funding products?

Ian Atkinson, long term care (LTC) specialist and an IFA with Retirement Solutions, believes renewed debate around the Dilnot report may result in a new wave of LTC products.

clock 26 January 2012 •

RDR

On your marks: Your six-point guide to RDR readiness

Julie Hepworth, group regulatory manager at Perspective Financial Group, reveals her eight step plan to get your business RDR-ready by the December 2012 deadline.

clock 26 January 2012 • 6 min read

Managed solutions

Fund investing: Why the turbulence is more memorable than the landing

Last year may have been a bumpy ride for investors but, says Skandia Investment Group’s Ryan Hughes, it is important to learn lessons from a volatile journey.

clock 26 January 2012 •

uncategorised

The return of 'my house is my pension'?

The government is encouraging older people to rent out their homes to increase income. Is this ever a good idea?

clock 25 January 2012 •

RDR

AIC draws up seven-step RDR action plan

The Association of Investment Companies (AIC) has devised a seven-step guide for advisers to help them prepare for the retail distribution review (RDR).

clock 23 January 2012 •

Japan / Far East

Four challenges facing China in Year of the Dragon

Asia fund managers have warned China’s economy faces a series of challenges despite its meteoric rise to global superpower status.

clock 23 January 2012 • 4 min read

Your profession

This week's Movers & Shakers

Who moved where in another busy week in financial services?

clock 23 January 2012 •

Protection

Protection 2012 - Facing the future

Protection business in 2012 and 2013 will be affected by events this year and some fundamental changes to the way customers policies are priced into the next. Richard Verdin explains.

clock 20 January 2012 •

Protection

IPMI - Unlocking the PMI promise

The global nature of international PMI means providers have to be on top of their game and get the claims process right first time, every time. Tim Mutton delves into the detail.

clock 20 January 2012 •
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