MoneyManagement ISSUE 01 June 2008 >> Features

Leading Story

Top 100 unit trusts

Despite turbulent stock markets, there are plenty of gains to be made if you know where to look. Latin America is one such place, finds Geordie Clarke

Features

Accumulating returns

Fund marketing materials typically cite cumulative returns when presenting performance over multi-year periods, but is this the best practice, when charges are expressed on an annual basis, asks Christopher Traulsen, head of fund research at Morningstar UK?

Goodwill hunting

Lord Hunt's review on the workings of the FOS has brought strong reactions from the industry.

Haven or have not?

Offshore funds have the reputation of offering tax breaks that can enhance investments and savings. But have changes in the Budget and stricter regulation made them more or less attractive to UK investors? Kylie Harrison investigates

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RDR - the next step

The FSA's reports on the RDR, capital resources and PII have far reaching consequences for IFAs. David Severn looks at the proposals and what they might mean

Taking stock - lessons in lending

The Fed has acted to save a rerun of the 1930s, says former investment banker Russell Taylor, but that doesn't mean that investment will get any easier

Entrepreneurs' relief

Business asset taper relief was abolished on 6 April 2008 and replaced with entrepreneurs' relief. Nick Williams of Clerical Medical explains how advisers should help clients plan their exit strategy to the last minute, to maximise the cash extracted from the business

Pensions spotlight - End of compulsory annuitisation

If Canadians can avoid compulsory annuitisation of tax-advantaged pension savings, why shouldn't the Brits, asks John Chapman?

Protection spotlight - Cinderella of protection products

As beautifully proportioned as it is, family income benefit rarely gets to the ball. With life offices encouraging IFAs to place a greater emphasis on protection, Helen Pridham tries the FIB glass slipper on for size

Mortgage spotlight - Brokers sit tight

The effect of the liquidity crisis on lenders and borrowers has been well documented. But what about mortgage advisers? Laverne Hadaway found out how they were faring

Statistics - June 2008

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

Multi-manager funds - a new dawn?

In spite of a disappointing performance in recent months, the multi-manager sector is witnessing renewed interest with new products and speculation surrounding fund consolidation, writes Joe McGrath

New year's resolution

Consolidators account for over £100bn of assets with 9.3m policyholders. With the recent takeover of Resolution by Pearl, Gareth Shaw looks at what policyholders get out of the deal


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.

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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



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