MoneyManagement ISSUE 01 July 2008 >> Features

Leading Story

Putting property in a pension

The nation's love affair with property has led to a general assumption that property investing is simply a good thing. Does it work for pensions, asks John Chapman?

Features

End of a trend?

Last month’s vote of confidence for the with-profits market by the chief executives of Norwich Union and Prudential at the Treasury Select Committee was in stark contrast with the current reality, finds Joe McGrath.

New business trends survey

In spite of a difficult life assurance market and the onset of economic turmoil, some companies managed to increase their life and pensions sales. Geordie Clarke surveys the new business results for 2007

Raising the game

The publication of the RDR Interim Report has suggested a new minimum level of qualification for advisers. Gareth Shaw looks at what has been proposed

Advertising

Mortgage spotlight - Dual to the death

Mortgage advisers have been up in arms about lenders undercutting them through direct sales, but lenders insist that they remain strong supporters of intermediaries. Where does the truth lie, asks Laverne Hadaway?

Tax spotlight - Trust planning and IHT

How can IHT be planned for by those who cannot afford to give their money away? Nick Williams of Clerical Medical suggests a couple of planning options and discusses a recent trust case that has hit the headlines

Protection spotlight - If at first you don't succeed...

The Government recently launched a consultation on the funding of long term care. Everyone agrees change is overdue. Helen Pridham looks at what the insurance industry is proposing

Pensions spotlight - Pension buyouts under attack

Ministerial criticism of buyout practices and a report suggesting prices in current deals are unsustainable, casts a cloud over the buyout boom, reports John Chapman

Taking stock - investing after the credit crunch

Investing has changed following the onset of the credit crunch, says former investment banker Russell Taylor

Multi-manager spotlight - Launches under NURS regime set to continue

With increasing numbers of investment companies changing regulatory strategy to allow more non-conventional asset classes in their multi-manager offerings, Stephen Ellis asks whether this new asset allocation will lead to better returns.

Statistics - July 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.

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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

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