MoneyManagement ISSUE 01 October 2008 >> Features

Leading Story

ETFs - A unique investment cocktail

Against the backdrop of the global economic chill, investors are increasingly looking further than conventional funds for enhanced returns, as Joe McGrath discovers

Features

Tax spotlight - Bypassing your spouse (or other beneficiary)

Marcia Banner of Clerical Medical explores the use of the 'bypass trust' as a home for death benefits payable from personal or occupational pension schemes

Standard & Poor's top 15 UK life insurers

Positive news is hard to find for the UK life industry after a challenging year for the sector, says Mark Button of Standard & Poor's

Pensions spotlight - Imagination for money purchase pensions

Increasing reliance on money purchase pensions is bringing out their shortcomings, suggests John Chapman

Advertising

Bear necessities?

With world stock markets in turmoil, investors are seeking security. Geordie Clarke looks at which structured product can meet the demand for equity exposure with a safety net

Mortgage spotlight - Tools of value in a moving market

AVMs have become a fixture of the mortgage market during the housing boom. How will they fare now that the market is falling, asks Laverne Hadaway?

Offshore Optimism

Protection spotlight - Keep on running - the value of business protection

The business protection market is still in its infancy but insurers believe it's time for it to come of age and are keen to promote it. Helen Pridham looks at the opportunities for advisers

Stay or go?

With bonus rates continuing to plummet, should with profits policyholders continue with their policies? Vince Smith-Hughes, national pensions manager at AIG Life Wealth Management, looks at the practicalities

Multi-manager spotlight - Advisers kept in line

In 2007, the success of multi-manager prompted the FSA to see at how small firms were dealing with the funds. With a TCF deadline and the RDR outcome imminent, Gareth Shaw assesses its impact one year on

Statistics - October 2008

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

Taking stock - Navigating dangerous waters

As the financial outlook darkens, former investment banker Russell Taylor looks at the four demons that frustrate good investment intentions

Double dipping

Funds of funds are growing in popularity but critics still complain about double charging and question performance. Elliot Farley, senior investment analyst at T Bailey, is keen to explode the myths of multi-managers


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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