Feature

AT8's Mark Loosmore assesses Defaqto Engage as part of his review of product and fund tools for advisers.

Gemma Davies, a paraplanner/trainee financial planner at Bluefin's Cardiff office, works in a team of six providing support to financial planners Julie Lord and Marlene Shalton.

Over the years experience has taught me that, when a price sounds too good to be true, a little investigation will prove that it is.

Andrew Walters, finance director of Policy Selection Ltd (PSL), which runs The Assured fund, discusses the best route to investing money offshore.

During 2008 the FSA visited 30 firms, reviewing 500 cases representing 10% of all switches since A-Day in 2006.

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Christine Hallett talks to Helen Morrissey about how Carey Pensions UK will look to help advisers, pensions trustees and individuals deal with challenging times

Helen Morrissey looks at the formation of the Pensions Income Choice Association and asks how it aims to increase peoples' awareness of their retirement income options

While most people do not like to think about the possibility that they might need long-term care, Government reform of the care and support system may mean more individual planning is necessary. Claire Fox examines the options for paying for long-term...

Many Brits rushed to buy overseas property as values soared but some are left nursing losses, and not just because of falling prices. Nick Leach, head of Pierre & Vacances Property Investments, UK & Ireland, explains how IFAs need to get involved in the...