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Feature

uncategorised

Clearing up confusion

The past year has been a turbulent one for the SIPP market with much confusion as to the responsibilities being placed on advisers and providers. According to Billy Mackay the time has come to bring clarification to the market

clock 13 January 2010 •

Long Term Care

In it for the long term

Long term care is a difficult subject for advisers to bring up with clients. However, there are a number of solutions available for those looking to fund care provision

clock 13 January 2010 •

uncategorised

Matching assets

Pamela Reid goes through the different considerations that need to be taken into account when using QROPS

clock 13 January 2010 •

uncategorised

Preparing for the journey

Graham Bentley goes through the different issues affecting asset allocation during retirement

clock 13 January 2010 •

Investment

Better Business: Justifying your existence

The RDR will leave advisers accustomed to a commission structure struggling to survive, writes David Dodds, financial planning director at Wade Financial Services. But what about life coaching, cash flow planning and whole of market advising?

clock 08 January 2010 •

Investment

Better Business: Take your place in the professional world

Mark Benson, technical manager at WAY Investment Services, says there are various ways IFAs can prepare for the increase in the minimum qualification level proposed in the RDR...

clock 07 January 2010 •

Investment

Profile: Steven Martin, Smart Financial Planning

"No adviser wearing the independent label should be financially rewarded by the products they sell."

clock 07 January 2010 •

Service

Smashing the barriers

Vocational rehabilitation seems like a self explanatory term, but what does it mean and how can it help? Linda Baker explains

clock 01 January 2010 •

Critical Illness

Unlocking the potential

While applauding the ABI's latest on Total and Permanent Disability, Ian Jefferies says Critical Illness cover needs innovation if sales are to improve

clock 01 January 2010 •

Marketing

Web tactics

Dean Jones investigates the importance of the internet in building new relationships with clients

clock 01 January 2010 •
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