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Feature

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 •

Offshore Investment

IHT: Fund a charitable bequest by looking offshore

With the government proposing an IHT break for individuals making charitable donations in their will, Prudential's Gerry Brown explains why you should consider an offshore structure

clock 15 December 2011 •

Managed solutions

Muting the euro noise: How should we allocate assets?

Simon Evan-Cook, investment manager, multi-asset funds at Premier Asset Management, explains how to allocate assets in the current, uncertain climate.

clock 15 December 2011 •

Charging

The many and varied ways to collect a client fee

With the end of commission in sight, Joanna Faith discovers the many and varied ways advisers can collect client fees.

clock 15 December 2011 •

Alternative Investments

Reap what you sow: Why there's money in farmland

Tony Hales, managing director of Stadia Trustees, puts forward the case for including farmland in your clients' SIPPs.

clock 15 December 2011 •

Managed solutions

The best of the alternatives in 2011

Maria Merricks asks three industry experts which alternative asset class has been the best performer over the past 12 months.

clock 15 December 2011 •

Pensions

Q&A: Greg Kingston on SIPP due diligence

Suffolk Life's head of marketing discusses with Retirement Planner the FSA's focus on SIPP due diligence

clock 14 December 2011 •

Income

Grabbing a flexible lifeline

Six months on from reforms and in a sustained period of market volatility, Fiona Murphy looks at how advisers should tackle the issues that income drawdown presents

clock 14 December 2011 •
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