risk

Consumers misjudging product risk levels

IFAonline | 03 Feb 2012 | 13:44

An alarmingly high number of consumers do not know how to risk-rate standard financial products, such as equity ISAs and with-profits bonds, research suggests.

risk-profit
warning-sign-grunge

No such thing as risk free

Skerritts’ head of investments Andrew Merricks asks if there are any ‘safe’ investments out there as the eurozone hurtles towards a messy denouement.

Professional Adviser | 08 Dec 2011 | 08:00
Saga logo

Saga paid out £156k for mis-sold LTC funds

Saga paid 12 people £13,000 each in compensation after one of its advisers mis-sold them funds within long term care (LTC) plans.

IFAonline | 07 Dec 2011 | 12:40

Other risk articles

kellard

Consumers ‘disconnected’ from attitude to risk: Axa

Around two thirds of people disagree with the attitude to risk given to them by risk profilling tools, Axa Wealth has claimed.

IFAonline | 28 Nov 2011 | 12:09
Mike Morrison

Understanding client’s risk tolerance

Some customers handle risk differently from others. Mike Morrison explains the virtues of understanding their varying risk tolerances

Retirement Planner | 15 Nov 2011 | 15:57
choices11

From wary to daring: Sixteen funds for a JISA

Fidelity Fundsnetwork has unveiled a shortlist of 16 funds approved by Old Broad Street Research (OBSR) as suitable for Junior ISAs.

IFAonline | 28 Oct 2011 | 15:15
climbing-risk

Risk profiling: Advisers question tools’ ‘spurious’ accuracy claims

Providers’ claims that attitude-to-risk questionnaires can be as much as 93% accurate are being challenged by advisers.

Professional Adviser | 20 Oct 2011 | 08:00
tea

How I advised my mother-in-law on her search for income

As I relaxed back in the armchair with my cup of tea, my mother-in-law put down her book and fixed me with a beady eye.

Professional Adviser | 06 Oct 2011 | 08:00
survey

What do advisers really think of unit linked guarantees?

In this Retirement Planner inquiry, Helen Morrissey asks what must happen in order to raise awareness of unit-linked guarantees

Retirement Planner | 27 Sep 2011 | 15:17
Phone call

Five things your clients will call you about this week

Nationals round-up: Investment trusts continued to get more publicity, while power of attorney, pensions, downsizing and fee-based advice all got a mention.

IFAonline | 19 Sep 2011 | 09:00
lehman-sign

Lehmans three years on: Do advisers understand counterparty risk?

It has been three years since Lehman Brothers filed for bankruptcy, creating the biggest banking failure in history and sending shockwaves through global markets.

Professional Adviser | 15 Sep 2011 | 07:00
steve-webb-2010

Webb promises to look again at pension risk-sharing

Pensions minister Steve Webb has said the government will revisit the issue of risk-sharing as part of its drive to reinvigorate occupational pensions.

Retirement Planner | 07 Sep 2011 | 10:25
gleeson-rob-cutout

How to assess your client's true risk profile

Risk is a hot topic at the moment. The turmoil on the stock exchange has seen a big increase in market risk while Standard & Poor’s has lowered its opinion of the US’s credit risk.

Professional Adviser | 30 Aug 2011 | 08:30

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