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01 Sep 2013
The PFS, in association with Old Mutual Global Investors (OMGI), has run a series of regional Investment Masterclass breakfast seminars focused on the changing needs of retirees. Delegates received guidance when assessing and quantifying clients' retirement aims; pointers when identifying i...
01 Sep 2013
The PFS, in association with Old Mutual Global Investors (OMGI), has run a series of regional Investment Masterclass breakfast seminars focused on the changing needs of retirees. Delegates received guidance when assessing and quantifying clients' retirement aims; pointers when identifying i...
- None - | 23 Aug 2013
In the light of HMRC's simplification proposals, Mark Williams, Business Line Manager for Inheritance Tax at Octopus Investments, looks at alternative options for trust planning.
- None - | 07 Aug 2013
The good news is that trusts seem to become ever more popular. More investment and life assurance providers seem to be offering different types of trust and there is evidence that trusts are used more frequently in estate planning, both with investments and with protection life policies. Th...
News items | 30 Jul 2013
A brand new qualification − the QCF Level 3 Certificate in Investment Operations - has been launched by the Chartered Insurance Institute (CII), offering flexible study routes for investment operations staff.
- None - | 29 Jul 2013
In this article, which is the first in a series on the subject of investing for children, I look at why the need to make financial provision for children has suddenly become so important.  I will also attempt to quantify the likely need.  In subsequent articles I will consider how...
Technical articles | 26 Jul 2013
With adviser charging such a hot topic, Tony Wickenden, of Technical Connection, reveals how value can be demonstrated by helping clients to choose the most tax-efficient investment wrapper...
Technical articles | 10 Jun 2013
A new form of investing is emerging that could give advisers and their clients some exciting new opportunities, as Liz Booth finds out...
01 Jun 2013
An overview of how fund managers engage with the companies held in the funds they manage. Using real life examples, Senior SRI Analyst Ketan Patel provides a guide for advisers to help to explain to clients how their investments can be used to influence the companies they invest in.
 

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