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Feature

Tax Planning

Better Business: Taxing times demand creativity

With taxes likely to increase, irrespective of the Government in power, Martin Morris considers the vehicles to mitigate a future hit.

clock 13 October 2009 •

Wrap/platforms

The evolution of wrap platform technology

How can platforms improve their propositions? Logica's Andrew Lloyd shares his ideas...

clock 13 October 2009 •

Your profession

Better Business: The A-Team

In another extract from their new book 'How to Survive and Thrive in the New World of Retail Financial Services', Nick and Martin Bamford tackle staffing and recruitment issues.

clock 13 October 2009 •

Your profession

Meet the paraplanners: Siobhan Record

Siobhan Record is a paraplanner and trainee financial adviser for Worcestershire-based Prosser Knowles. She joined the firm earlier this year and is its first paraplanner.

clock 08 October 2009 •

uncategorised

Choosing the best tool for the job

Mary Stewart looks at the different types of SIPP available and discusses the need to ensure the client has the best SIPP for their needs.

clock 06 October 2009 •

uncategorised

A buoyant market

Difficult financial conditions have affected the equity release industry over the past year. However, Alison Beeston sees room for optimism

clock 06 October 2009 •

TMT

Tech review: Selection made simple

Continuing his exclusive series for Professional Adviser, Mark Loosmore from technology consultancy AT8 Group analyses product and fund tools for advisers. This week: Selector from OBSR

clock 06 October 2009 •

uncategorised

Better Business: SIPPs & charges

SIPP charges are slowly coming down but charging structures remain confusing for advisers and clients, writes Paul Burgin

clock 06 October 2009 •

uncategorised

Bridge over troubled water

The unique selling point of SIPPs remains the investment flexibility offered. But Matt Ward, wealth management consultant at Defaqto, asks whether IFAs are putting this flexibility to good use

clock 06 October 2009 •

Regulation

Profile: Alan Lakey

"The RDR would be laughable if it wasn't actually being inflicted upon us."

clock 06 October 2009 •
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