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Feature

uncategorised

Ten things to know about tax free cash

Andy Zanelli goes through the issues surrounding pension commencement lump sums

clock 06 December 2011 •

Underwriting

Around the world: South African viral marketing

Underwriting requires information, so what can your connections tell us? Greg Becker visits South Africa to look at one idea.

clock 06 December 2011 •

Protection

Planet Insurance - Post PPI products

By way of a Christmas present, the FSA and the OFT are consulting on guidance about new post PPI products, such as short-term IP (STIP).

clock 05 December 2011 •

Protection

PMI open referrals: Bupa speaks out

Bupa's open referral process has attracted criticism. In return, Dr Natalie-Jane Macdonald puts forward the case for Bupa

clock 01 December 2011 •

Technology

Tech review: How Skandia went from dated to rated

Mark Loosmore of IRESS says the Skandia platform was beginning to look dated. That is until it undertook a complete re-design...

clock 01 December 2011 •

Managed solutions

Why Investment Quorum favours equities over bonds

Lee Robertson, CEO of wealth management firm Investment Quorum, explains why he is still positive on equity markets despite negative sentiment.

clock 01 December 2011 •

Investment

High cost investing: Is this a tipping point?

Nick Blake, head of retail sales at Vanguard Asset Management, on whether we have reached a tipping point on fund costs.

clock 01 December 2011 •

RDR

Imagine... a world without RDR

On a recent road trip, Shaun Sandiford, business development director at Axa Wealth, asked advisers how they would change their business if RDR didn't exist.

clock 01 December 2011 •

Structured Products

'We're not alchemists' A struc prod provider speaks out

Richard Henry, director of investor solutions at Barclays Wealth, on why current 
market conditions are encouraging for structured products.

clock 01 December 2011 •

Tax Planning

Abuse not avoidance: What you need to know about the GAAR

As the government considers a catch-all rule for tax abuse, the experts give us the lowdown...

clock 01 December 2011 •
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