MoneyManagement ISSUE 01 May 2008 >> Features

Leading Story

Tracker funds

Do tracker funds provide better results than their higher charging active counterparts? Yes and no, finds Kylie Harrison.

Features

Taking stock - don't be greedy!

Patience and courage is what makes for investment success, says former investment banker Russell Taylor

A guide to our new website tools

Money Management has introduced a suite of new tools on its new website to help make it more efficient to research funds and monitor a portfolio. Chris Traulsen, director of research at Morningstar, explains.

Waiting for hedge riches

The FSA is inching towards Funds of Hedge Funds for retail consumers, but is more needed to level the playing field, asks John Chapman?

Advertising

Beyond the Budget 2008

Together with the Pre-Budget Report 2007, there were a number of substantial changes to the tax system. All will have a major impact on advisers and clients alike. Nick Williams of Clerical Medical highlights the legislative changes and how solutions such as pensions and bonds can help reduce potential tax liabilities.

Multi-manager - dumping ground or solution?

Multi manager funds are either 'dumping grounds for financial advisers to park money whilst relinquishing responsibilities' or the quick acting, perfect solution in current troubled times. Both views have recently been published but which is the most accurate? Stephen Ellis investigates.

FSA - 20 years on

April 2008 is the 20th anniversary of the Financial Services Act. What has 20 years of regulation achieved and how have IFAs and the personal finance industry fared under it? David Severn looks at the record

Pensions spotlight - SIPPs: projected returns and actual performances

The FSA can redeem itself for inept regulation of SIPPs by requiring much-needed transparency on SIPP products, says John Chapman

Protection spotlight - PPI on the ropes

The forthcoming report on the payment protection insurance industry from the Competition Commission is likely to be damming but remember, says Helen Pridham, PPI still has its good points

Mortgage spotlight - Offsetting expectations

With more advisers accounting for sales of offset mortgages, is the offset concept likely to become more mainstream, wonders Laverne Hadaway?

Jupiter goes green

Emma Howard Boyd, head of Jupiter's socially responsible investing recounts the past 20 years of investing for green.

Statistics - May 2008

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

Have PIBS got the power?

PIBS are relatively unknown even though they currently pay over 7% interest. But they are not completely without risk. Gareth Shaw looks at what they have to offer

CRM of the crop

Client relationship management software has become a necessary tool for most advisers in today's TCF environment. But choosing the right one can be a confusing process. Geordie Clarke reports


Current Issue

01 December 2008 (View issue)

Windsor comes clean on untrained staff

EXCLUSIVE: Windsor Life chief executive Jonathan Yates has spoken for the first time about how untrained staff and IFAs with "shopping lists" led to horrendous delays in customer service levels.

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

Money Management Financial Planner Awards 2008

The Money Management Financial Planner Awards took place on the 9th October 2008 at the Dorchester.

Click here to find out more



FTAdviser  Jobs  RSS