Maximum flexibility

Fri, 01 Jun 2007 12:34:54 +0000

1 May 2007 10:00
Nick Bladen explains how a fully regulated personal pension market will allow clients to confidently access the retirement solutions they require and why this will create opportunities for advice.

A defining quality

Fri, 01 Jun 2007 12:41:42 +0000

1 May 2007 09:00
Ian Brown joined Skandia as the updated critical illness definitions from the ABI were being implemented. Here he explains how Skandia will comply and, in some cases, exceed the recommended wordings.

Build in gift protection

Fri, 01 Jun 2007 12:46:20 +0000

1 May 2007 08:00
Colin Jelley outlines the 'normal expenditure out of income' exemption and the associated financial planning opportunities.

Maximising allowances

Fri, 01 Jun 2007 12:48:52 +0000

1 May 2007 08:00
In the December 2006 issue of informer, Adrian Walker explained the steps individuals need to take before the end of the tax year to align contributions to registered schemes to the 2006/7 Annual Allo

Recognising risk

Fri, 01 Jun 2007 12:51:01 +0000

1 May 2007 06:00
Graham Bentley explains why major asset classes still offer significant diversification benefits to achieve portfolios that will mitigate risk in line with clients’ expectations.

Managing risk

Fri, 01 Jun 2007 12:55:21 +0000

1 May 2007 05:00
James Millard, Chief Investment Officer, Skandia Investment Management, explains the significance of a balanced portfolio to insulate against the knock-on effects of global market volatility.

A dynamic view

Wed, 13 Jun 2007 14:39:07 +0000

1 May 2007 04:30
Mark Lyttleton, Citywire A rated fund manager of the Merrill Lynch UK Dynamic Fund, gives his outlook for the UK equity market.

The search for yield

Wed, 13 Jun 2007 15:34:55 +0000

1 May 2007 04:29
Following a year of solid if unspectacular returns from corporate bonds the question facing many advisers is which funds to recommend to clients for 2007 and beyond.

Going global

Wed, 13 Jun 2007 15:41:17 +0000

1 May 2007 04:28
We spoke to fund manager Jim Rehlaender to find out how the strong performance of the Schroder Global Property Securities Fund has been achieved and his view on the markets ahead.

The knowledge - Budget 2007

Fri, 15 Jun 2007 09:53:25 +0000

1 April 2007 17:00
Colin Jelley begins our Budget 2007 round-up with details of the changes to taxation that could impact upon your clients – including some welcome news on bare trusts.

Comfortable in a regulated world

Fri, 15 Jun 2007 10:00:01 +0000

1 April 2007 16:56
Since the first SIPP contract was written in March 1990, the market has been flourishing. Nick Bladen explains why this month's introduction of regulation presents a huge

The appliance of science

Fri, 15 Jun 2007 10:03:39 +0000

1 April 2007 16:40
Graham Bentley puts asset allocation under the microscope and explains why a scientific approach will help to ensure optimum long-term positioning of clients’ portfolios.

Well positioned to capture opportunities

Fri, 15 Jun 2007 10:10:02 +0000

1 April 2007 16:15
There is an extensive list of questions advisers must ask when selecting corporate bond funds. Ryan Hughes explains why MultiManager funds can ensure a client’s portfolio is well

Ripe pickings for the long term

Fri, 15 Jun 2007 10:16:46 +0000

1 April 2007 16:00
Nigel Thomas, manager of the AXA Framlington UK Select Opportunities Fund, gives details of the current outlook and fund positioning.

Aiming to benefit, whatever the trend

Fri, 15 Jun 2007 10:22:53 +0000

1 April 2007 15:49
Despite signs of a modest economic slowdown in the US, Investec Asset Management explain why they believe many indicators are underpinning cautious optimism.

Soaring demand for global income opportunities

Fri, 15 Jun 2007 10:27:49 +0000

1 April 2007 14:24
Equity income funds have traditionally focused on the UK, but now some of the best income opportunities are to be found globally, argues Mike Parsons, Head of IFA Sales, JPMorgan Asset Management.

The process is the star

Fri, 15 Jun 2007 10:30:43 +0000

1 April 2007 13:28
John Lester, Head of Third Party Distribution, Neptune Investment Management, explains why Neptune's impressive fund performance owes much to their investment process.

Top-down or bottom-up?

Fri, 15 Jun 2007 10:45:55 +0000

1 March 2007 21:32
Of all the arcane investment arts, perhaps the best known but

Roll with it

Fri, 15 Jun 2007 12:23:35 +0000

1 March 2007 20:20
Colin Jelley explains how the valuation basis for ten-yearly periodic charge applies to the tax treatment of life assurance policies issued under trust post 22 March 2006.

An integrated safety solution

Fri, 15 Jun 2007 12:40:06 +0000

1 March 2007 19:26
Laurie Jaques explains how advisers are using protected products as part of an integrated planning solution.