Viewpoint

From the RDR to auto-enrolment - explore strategies to flourish in 2013 and beyond

IFAonline | 26 Apr 2012 | 11:37

2012 marks a watershed for the Life companies, fund managers, banks and advisers who service the long-term savings and investments space. The countdown to auto-enrolment, the RDR and Solvency II is well underway, and the remaining months of preparation will be absolutely crucial to success under these new regulatory regimes.

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Succession planning with property

The relatively illiquid nature of commercial property investments within a pension could be considered problematic. Good succession planning well ahead of retirement can ensure a smooth transition no different to any other investment and there are several key steps to consider.

IFAonline | 19 Apr 2012 | 12:18
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In times of uncertainty…where to turn?

Recent market uncertainty has seen extreme volatility in investment markets over the last few years.

IFAonline | 05 Mar 2012 | 07:00

Other Viewpoint articles

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Fixed protection – are you thinking about it enough

At the start of one of busiest times of year it is easy to think about all the obvious things that need to be done with clients: the annual details such as using up the remaining annual allowance and getting in the tax return on time. There is however evidence from HMRC to suggest that many advisers have not started to consider whether or not to apply for Fixed Protection for their clients.

IFAonline | 23 Jan 2012 | 15:18
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Ethics or growth? Why choose?

Ethics or growth? Why choose? The Amity International Fund from Ecclesiastical Investment Management Limited.

IFAonline | 21 Oct 2011 | 16:38
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Angel investors in small businesses will receive a £100m tax break to back Britain’s growing companies

In general, the five tax breaks available under the Enterprise Investment Scheme (EIS) make it one of the most attractive vehicles for private investment available in the current environment – 30% up front tax relief, freedom from Capital Gains and Inheritance Tax, unlimited CGT deferral and downside risk as low as 35p in the £1 have to be a winning combination.

IFAonline | 18 Oct 2011 | 10:35
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Getting debt support for your business

The darkest days of the recession following the financial crisis in late 2008 may be behind us but for Britain’s small firms it’s not safe to relax quite yet.

IFAonline | 23 Jun 2011 | 14:36
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Is there any benefit to being a loyal customer?

YES: Does loyalty pay? Usually, the resounding answer is “definitely not” when it comes to financial products - but this is not the case in all scenarios.

IFAonline | 16 Jun 2011 | 16:28
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Q & A with Stuart Rhodes

Stuart Rhodes, manager of the M&G Global Dividend Fund answers questions on the minds of many advisers.

IFAonline | 04 Apr 2011 | 07:00
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RBS: Dear Adviser

About 2.66 million people are looking to increase the amount of money...

IFAonline | 24 Feb 2011 | 15:47
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Using Structured Products in portfolio planning

Watch Gary Dale and Lawrence Gosling discuss where structured investments could and should fit into client’s portfolios.

IFAonline | 24 Feb 2011 | 15:37 | video
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Back to the Future: Pension Funding for Rural Development

The last government made changes to the borrowing rules for UK Registered Pension Schemes which effectively excluded the purchase of commercial property.

IFAonline | 15 Nov 2010 | 14:46
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It’s all about risk first ... income strategy second

Investors have a growing need for income but the biggest question they face is how this should be generated in the current environment.

IFAonline | 03 Nov 2010 | 14:45

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