Feature

Setting up trusts can be a complex process and advisers need to ensure they get the whole process right. Geoffrey Shindler discusses the issues advisers need to bear in mind

An advanced investment platform has become an essential tool in today's retirement planning market, says Alastair Conway

Demand for technology-driven solutions will see a defined move to efficient client-centric wrap platforms from product-centric fund supermarkets, writes Novia's Bill Vasilieff.

Given the increasing importance of business protection in the current economic climate, Jerry Bayman looks at how advisers can attract new business clients.

With the EU Gender Directive now UK law and more changes anticipated, Nick Starling explores the potential impact of anti-age discrimination legislation on health and protection insurance.

Companies can get ahead in the recession by investing money in a marketing plan. Justin Rees explains how lead-generation spend should be analysed.

In the first of a series John Woodford offers a guide to the elements going into the pricing of protection products.

As the recession bites, sales of protection products may fall and claims may increase. Ann-Marie Dec and Jill Harvey ask if talking to customers is the solution.

Investment market volatility continues to pose a challenge for corporate advisers and pension scheme managers. Helen Morrissey looks at what changes need to be made

As more companies look to employ people overseas, Julian Webb looks at the challenges this can place on pension arrangements