MoneyManagement ISSUE 01 September 2008 >> Features

Leading Story

Taking stock - identifying probabilities

The economic structure of the world has been transformed, says former investment banker Russell Taylor and, although there are current dangers, there are also future opportunities

Features

Tax spotlight - investing for children

When investing or managing investments for children, taxation also needs to be considered. Marcia Banner of Clerical Medical looks at this and other issues that need to be borne in mind

Pensions spotlight - Equitable Life - compensation time?

The Parliamentary Ombudsman gives hope to unlucky Equitable pensioners, but bypasses the dark side of with profits operations, reports John Chapman

Overlapping investments

UK equity funds carve up the UK equity universe along different axes. But how much do these funds have in common? The answers might surprise you, says Christopher Traulsen of Morningstar

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Going for growth

Is it more beneficial to roll up dividends from income unit trusts for growth or to go for accumulation units, which reinvest automatically? Gareth Shaw looks at the options

A matter of ethics

Ethical funds are more popular than ever, with nearly 100 on offer. But does it pay to go green? Geordie Clarke reports

Protection spotlight - Sand, sea and sunstroke

Retiring abroad is an increasingly popular option. But many people overlook the need for health insurance. Helen Pridham considers the options

Mortgage spotlight - Shaken, but not stirred

Buy to let has been a stalwart of the UK mortgage market, until now. Laverne Hadaway asked mortgage brokers how they thought it had been affected by the credit crunch

Multi-manager spotlight - Comes at a price?

TERs are often highlighted as being much higher for multi-manager funds than regular investment funds, but as Geordie Clarke finds out, some managers are finding innovations to bring down these costs

Statistics - September 2008

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

PMI survey 2008

PMI providers are discovering the benefits of targeting different demographics, as Joe McGrath finds out


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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