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Opinion

Your profession

Time to take stock as autumn approaches

One billion pounds is an awful lot of money. Imagine paying that in tax if you didn't need to. It hardly bears thinking about, and yet that could happen this year if people continue to fail to put life insurance policies in trust.

clock 31 August 2007 •

Protection

Protect your key men

All successful businesses need to protect the financial well being of the company by paying good salaries and implementing tax efficient strategies to attract, retain and reward valuable management and staff.

clock 30 August 2007 •

Investment

Pensions Act raises fresh questions

The Pensions Act 2007, which received Royal Assent at the end of July, was not the ‘shoo-in' the DWP had wished.

clock 29 August 2007 •

Investment

Market stability as rare as summer

Cast your mind back to springtime: Remember the headlines in the papers? ‘UK set for another heatwave'; ‘Climate change will see summer heat waves become the norm'. ‘Resorts set for bumper holiday returns'.

clock 28 August 2007 •

Your profession

Suggested Q&A for school finance exams

In a past role, with a previous employer, I was one of several people in the industry who suggested that kids should be taught about financial services in school (think it was back in 1999, when we were discussing the Government's proposals for stakeholder...

clock 24 August 2007 •

Your profession

If it ain't broke why fix it?

As summer disappears, if it ever came, and we prepare for the autumn, my mind considers my important action points. Being a strong believer in Stephen Covey, The Seven Habits of Highly Effective People and Principle Centered Leadership, two books I highly...

clock 24 August 2007 •

Your profession

Understand Before You Buy

In the current climate, post Retail Distribution Review, more press space is being given over to discussion on issues like client segmentation and client proposition.

clock 23 August 2007 •

Mortgages

HIPs - How Did We Get Here?

Somewhere back in the mists of time (well, 10 years ago!), a politician lost the sale of his house as a result of something nasty turning up in a survey that caused his purchaser to pull out of the deal at the last minute.

clock 21 August 2007 •

Protection

Happy third birthday Tele-interviewing in the UK

This summer marks the third birthday of Tele-interviewing in the UK, and even the most negative diehards must acknowledge it is now part of the protection landscape.

clock 20 August 2007 •

Protection

When it comes to genuine quality do you measure up?

For several years LifeSearch has been calling for product providers to take the quality of business written into account as well as the volume.

clock 17 August 2007 •
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