Feature
uncategorised
The wish to pass on unused wealth to family is a strong motivation for many people.
23 June 2011
•
7 min read
uncategorised
Mike Morrison goes through the protection options for those clients likely to exceed the new lifetime allowance.
23 June 2011
•
Investment
Standard Life Investments' head of UK wholesale, Jacquie Kerr, explains how deviating from the benchmark indices can pay off.
23 June 2011
•
Technology
Mark Loosmore of AT8 Group looks at the new iPad application for financial planning from Italian firm Finantix.
23 June 2011
•
Long Term Care
Continuing with the Retirement Planner breakfast briefing, Nick Tyler, chief executive of NHFA, explains his vision on the state of long-term care.
23 June 2011
•
Wrap/platforms
Fidelity International's Julian Webb says platforms can go beyond merely helping advisers ease the regulatory burden of RDR.
23 June 2011
•
Retiring Abroad
What are the key challenges facing advisers who have clients who could use QROPS as part of their retirement planning?
23 June 2011
•
8 min read
Offshore Investment
Helen Morrissey looks at the results of the latest Retirement Planner Inquiry, which highlights how advisers are using offshore bonds as part of their clients' retirement planning
23 June 2011
•
Adviser tips
Clients come in all shapes and sizes but, as Heath Reidy discovered, it might be wise to keep an eye out for the following...
23 June 2011
•
Adviser tips
Advisers talk to Maria Merricks about why they decided to join their network.
23 June 2011
•
