MoneyManagement ISSUE 01 January 2008 >> Features

Leading Story

A battle of giants

SIPPs have been enjoying a sales boom recently, but would a simple personal pension be a better choice in many cases? John Chapman investigates

Features

Plans for retirement?

They are at least 20 years old and some of the product structures need updating, yet they provide a valuable investment options for trustees. Laverne Hadaway reports

Means testing lite

Two and a half cheers for 'income disregard', proposed by the PPI, says John Chapman

Advising on legacy with profits

Far more is at stake than just a regulatory slap on the wrist if IFAs fail to provide adequate advice on legacy with profits says Phil Roberts, a principal at the Tillinghast Insurance Consultancy practice of Towers Perrin

Advertising

CGT complication: an opportunity for advisers

The Chancellor announced in the Pre-Budget Report a simplification of CGT, but it has brought complications too. Nick Williams of Clerical Medical explores the opportunities for advisers

Business ISPs

Internet access in the office was considered a novelty only a decade ago. Today, it is a necessity. Geordie Clarke looks at business grade broadband connections essential to today's financial adviser

It's a fair cop

The FSA is warning of dire consequences for firms that fail to meet the TCF deadlines in March and December 2008. David Severn reports

Rate expectations

The bank base rate is on a downward trend, yet lenders do not appear to be taking much notice. Laverne Hadaway compares rates

Taking stock - banking crisis and economic slowdown

Have investors yet appreciated the risks involved in the credit crunch, asks former investment banker Russell Taylor

Protecting the mortgage

Could a decline in mortgage sales actually lead to a long overdue increase in protection sales? Kevin Carr, head of protection strategy at Lifesearch, investigates

January 2008

Click on any of the links below to view this month's statistics in a PDF file.


Current Issue

01 January 2009 (View issue)

L&G gets litigious on clawbacks

Commission based advisers are bracing themselves for larger clawbacks after Legal & General has been accused of taking a more aggressive stance on lost revenue from cancelled policies.

Browse Money Management archive

Search Money Management archive

Search

Supplements

Absolute Returns (View Issue)

Absolute promises

The prospect of earning cash plus returns in falling markets is attractive. Absolute return funds claim to do this, but is it always possible, asks Geordie Clarke?

Personal Pensions (View Issue)

Personal pensions – latest results

SIPPs (View Issue)

SIPPs survey

Cautious Managed Funds (View Issue)

Cautious managed survey

At Retirement SIPPs Personal Pensions And Tax Planning (View Issue)

Pensioners must go to market

UK Equities (View Issue)

Missing the mark

FT Adviser Research

Give us your views on the future of trade media - and give yourself the chance to win £150!

Take our short survey



FTAdviser  Jobs  RSS


FTAdviser Blogs

  • Seasonal letter to the editor

    Madam , I was a financial adviser for 10 years up to 1988 but, finding myself increasingly disillusi...