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Technical articles | 01 Jul 2008
Keith Robertson continues his series in constructing investment portfolios with an examination of risk appetite.  When advising clients on their investments a sensible starting point is to agree preservation of capital in real terms and over a reasonable investing timeframe as a primar...
Technical articles | 01 Jun 2008
As well as arranging financial protection in the event of death or ill health to preserve a current standard of living for themselves and any dependants, people need to arrange savings and investments to meet the financial goals and aspirations they may have for the future.  The future...
Technical articles | 01 Jun 2006
National Savings & Investments has raised rates on most of its fixed-rate plans, including index-linked savings certificates. It has also scrapped the 30-day notice period for the investment account, but cut the variable rate by 0.05%.
Technical articles | 01 May 2006
Richard Mattison outlines the tax changes that impact on pension investments.  The Finance Bill has introduced final regulations covering pension scheme investment in retail property and chattels (art, antiques, stamps, vintage cars etc), which were to be permitted as direct investment...
Syllabuses | 01 Sep 2005
CII syllabus for SV1 Savings and Investments 2005
Technical articles | 01 Aug 2005
Corporate investors have numerous factors to take into account when considering whether to invest available funds.  If they decide to proceed, they must also choose which, if any, retail investment wrapper would be most appropriate.  The aim of this article is to present advisers ...
Syllabuses | 01 Sep 2004
CII syllabus for SV1 Savings and investments 2004.
Syllabuses | 01 Sep 2003
CII syllabus for SV1 Savings and investments 2003
Technical articles | 16 Feb 2018
The issues surrounding mental capacity are ever more topical which is not really surprising given the increasingly aging population. Financial planning advisers will come across this issue when dealing with trusts or estate planning generally, especially when considering making gifts, but also wh...

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