Tag: Investments

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The Sunset Clause

How platforms should be paid for assets held on behalf of clients

Posted in: Industry news | Tagged: Advisers, Investments, Sunset clause, assets

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Everything but the pension…

George Osborne has enabled people to spend their pensions how they wish. But Fiona Tait from Royal London argues that some people should try to spend their pension last of all.

Posted in: Industry viewpoint | Tagged: tax, pensions, Pension reforms, Investments

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I have nothing against buy-to-let, but….

Ahead of the 'pensions rush' Fiona Tait, Business development manager at Royal London, shares her views on cashing in pensions to pursue buy-to-let

Posted in: Industry viewpoint | Tagged: mortgages, Investments

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How to better understand your clients' attitudes to risk

Recently, the FCA has been keen to reach a better understanding of how advisers can calculate a person's attitude to risk. Are risk questionnaires really working? Are advisers 'damned if they do and damned if they don't'? Tony Catt delves deeper.

Posted in: Industry viewpoint | Tagged: Investments

Why investment clients need you

What message do advisers give clients when they're constantly changing funds within portfolios? Jaskarn Pawar argues advisers need to make steadfast decisions to be trusted by investors.

Posted in: Industry viewpoint | Tagged: Investments

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What advisers can expect from investments in 2014

Annabel Brodie-Smith from the Association of Investment Companies (AIC) discusses how RDR has changed the investment landscape and what we can expect for the year ahead.

Posted in: Industry news | Tagged: Investments