MoneyManagement ISSUE 01 March 2008 >> Features

Leading Story

Faulty towers

A year ago property funds were a must have investment. Today some fund managers are suspending withdrawals as investors head for the door. So is now the time to invest? Geordie Clarke reports

Features

Cents and sensibility

The economic prospects of North America have been the subject of much speculation in recent months, but does this really affect the case for investment there? Jo Dymock analyses the sector

Mutually exclusive

A mutual will is an enforceable contract usually between a couple where the survivor on the death of the first cannot legally change their own will. Peter Nellist CFP, a partner at solicitors Clarke Willmott, explains why such a concept is a minefield of difficulty

Following in the FTSE steps

The FTSE 100 index has become the barometer of our financial wellbeing. Gareth Shaw looks at the latest list of companies to join it and the effects of its turbulent past year

Advertising

Time for a change

New ABI guidance is bringing sweeping changes to protection underwriting. Kylie Harrison looks at whether this will change the image of providers for the better

Structured novelties

The structured products industry should come clean over operations and charges, suggests John Chapman

Market machinations

Did Stephen Bland's speech on the RDR mean that its application to the mortgage market is inevitable asks Laverne Hadaway?

A surreal turn from PADA

There is much Dali in the charging structures paper from the new PADA, comments John Chapman

Year end tax planning review

With 5 April 2008 closing in, a full client review is vital to ensure tax benefits are not lost, Nick Williams of Clerical Medical suggests

A cautious option

Multi-manager funds are increasingly promoting themselves as multi-asset in order to appeal to the cautious investor, Alice Ross discovers

Taking stock - successful asset allocation

Investors must prepare for continuing high volatility within a range-bound stock market, says former investment banker Russell Taylor

The new black or last season's colours?

The end of last year and beginning of this year saw a new climate change fund launch almost every month. But is there really an investment case to justify all these funds, or will they fade into obscurity as yet another investment fad? Jo Dymock takes a look

Long time coming

Not so long ago, insurers were shutting down long term care products with indecent haste. As local councils change the rules on care entitlement, IFAs can play a vital role on advising this neglected market. Stephanie Spicer reports

Q&A

Jo Dymock asks Felix Wintle whether the US can really produce returns in 2008

Too good to be true?

Headline-grabbing performance figures in adverts are meant to look attractive, but are the numbers displayed even representative of what investors will actually get? Chris Traulsen, head of fund research at Morningstar, looks at the facts behind the headlines.

The road ahead

ISA investors tend to be more cautious but need to ignore the stock market in the short term. Alice Ross surveys the best and worst performing ISAs

March 2008

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


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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.

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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

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