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Opinion

uncategorised

Being a Brit in ... the Channel Islands

Guernsey and Jersey are a popular destination for UK expats, who predominantly come here to work in ...

clock 01 September 2008 •

uncategorised

Talent and hard work triumph

As September dawns again and the buckets and spades are packed away for another year, it's as good a...

clock 01 September 2008 •

Estate planning

Cash clinic

Q: I have a number of elderly clients who are interested in using discounted gift trust arrangements...

clock 01 September 2008 •

Protection

Where will discrimination take us in financial services?

Discrimination is good. A dictionary definition is "the power of making fine distinctions", so it's a synonym for good judgement. Most insurance is based on discrimination.

clock 27 August 2008 •

Protection

Education, Education, Education

I'm glad to say I've already been through it with my children but for many parents it's that time of year - the dreaded day is approaching when they will have to wave off their child to embark on their first day of school.

clock 22 August 2008 •

Investment

Too long a sacrifice

Since my last blog on IFAonline, we at Life Trust have been working on producing a report that puts a figure on the cost of retirement in conjunction with the Centre for Economic and Business Research.

clock 18 August 2008 •

Your profession

The power of the paraplanner

Compared with how things are today it was relatively straightforward to set up a small one man IFA directly with the regulator (FIMBRA at the time) back when I first started out on my own. Not so now.

clock 15 August 2008 •

Investment

How can we use the happiness curve?

Most Saturday mornings I find myself in and around Henley on Thames, ferrying the family about. Sometimes a spare thirty minutes presents itself, and I'll take the chance to have a coffee before the phone squawks and the taxi service is called back into...

clock 13 August 2008 •

Your profession

Reputable proving profitable

Consumers are becoming more switched on with regard to FSA compliance when it comes to choosing reputable advisers, according to feedback from our mortgage and insurance broker clients.

clock 11 August 2008 •

Technology

Tools for the job

The trend for advisers to become ‘asset gatherers - consolidating client's investments onto a platform or wrap - is well advanced, with well-known benefits to both the adviser and the client.

clock 08 August 2008 •
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