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Feature

uncategorised

Riding out the wave of volatility

Simon Smallcombe looks at the importance of guarantees at times of market volatility

clock 15 December 2011 •

RDR

Seismic changes ahead for at-retirement

Fiona Murphy rounds up 2011's at-retirement issues in the results of the Retirement Planner inquiry

clock 15 December 2011 •

Pensions

Q&A: Christine Hallett

The chief executive of Carey Pensions talks to Retirement Planner about current opportunities in the SIPP market

clock 15 December 2011 •

RDR

Sales push: How providers are shaping their distribution models in time for RDR

With a year to go until proposals in the retail distribution review (RDR) become law, providers' distribution models are changing...

clock 15 December 2011 •

Protection

Protection Watch...with Kevin Carr

Our protection detective, Kevin Carr, gives his verdict on five developments in the market this month...

clock 15 December 2011 •

Global

Under the microscope: Latin America

Jason Hepner, investment director for global strategy at Standard Life Investments, looks at whether your clients could benefit from investing in this diverse region

clock 15 December 2011 •

Technology

Tech review: Money Vista given top marks, but will consumers pay £8?

Mark Loosmore, of IRESS, says Royal London's B2C Money Vista website could complement, not compete with, advisory firms...

clock 15 December 2011 •

Investing in the profession

David White: What does 'good' ongoing service look like?

David White, head of Fundsnetwork, argues advisers can learn from private banks and wealth managers when it comes to client reviews.

clock 15 December 2011 •

Underwriting

Why these advisers avoid medical underwriting

Could advisers find themselves in non-disclosure disputes with insurers if they help clients with their annuity paperwork?

clock 15 December 2011 •

RDR

All change: Getting paid in a post-RDR market

Neil Jones, technical project manager at Canada Life, examines the tax implications of charging fees post 2012.

clock 15 December 2011 •
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