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Feature

Pensions

Ten due diligence hurdles your SIPP provider must clear

Advisers need to be sure they are entrusting their clients' SIPP funds to the right partners. Andy Leggett says there are some important questions to ask and there need to be convincing, evidenced reasons before any boxes are ticked.

clock 14 September 2011 •

Adviser tips

Is this a way of paying introducers that actually works?

Most introducer relationships don't work because they lack workable incentives, says Alan Smith, IFA at Capital Asset Managers. Instead, he says, this is how it should be done...

clock 13 September 2011 •

PMI

PMI Fraud - Beat the cheats

Healthcare insurance fraud represents a growing threat, as a weakened economy creates incentives for criminals. Larry Jacobson describes a technological approach to fighting back.

clock 12 September 2011 •

Charging

Liversidge v Lewis: The full correspondence

BBC journalist Paul Lewis and IFA Neil Liversidge have been having an interesting conversation about trail commission over the last few days...

clock 12 September 2011 •

uncategorised

Eight things your (prospective) clients are banking their retirement on

Retirement planning is not just about pensions, but Scottish Widows' latest workplace pension report reveals private pension saving does not loom as large in most portfolios as it should.

clock 12 September 2011 •

Adviser / Broking

The ten most common underwriting queries (and answers)

Not only will the needs of each and every client who needs a protection policy differ, but advisers also have to factor in the different underwriting processes of providers...

clock 09 September 2011 •

Investment

A Q&A with Ivan Massow

Entrepreneur Ivan Massow caused a stir this week with the launch of his new trail-hunting business paymemy.com.

clock 09 September 2011 •

Managed solutions

How to construct a properly diversified portfolio

The financial crisis has highlighted the need for a truly diversified portfolio, says Brian Fleming, head of multi-asset risk and structuring at Standard Life Investments.

clock 08 September 2011 • 6 min read

Japan / Far East

Hugh Young: Why I'm not investing in China's banks

As creators of credit, banks are in a very privileged position. To create a loan, the equivalent of making a sale for other companies, banks just need to type a number into a computer and hit ‘enter'. This is a licence that frequently gets abused if banks...

clock 08 September 2011 •

Technology

Network Review: How can Financial Ltd help you?

Financial Limited has a number of points of differentiation. It was the first network to start charging a flat fee per firm dependent on the number of advisers.

clock 08 September 2011 •
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