Sponsored 14 Nov 17
Keeping an eye on future estate planning
In the run up to next week’s budget, there is increasing speculation that the Chancellor will once again look to reduce the tax advantages provided by pensions. Whether this comes through another cut in the annual allowance or a change to the tax relief, it would be a further blow for middle and high income earners who are looking to save for retirement.
Sponsored 6 Sep 17
Rachael Griffin talks technical expertise in the financial planning process
Rachael Griffin, head of trusts and technical solutions at Old Mutual Wealth, explains how technical expertise in the financial planning process is becoming increasing important, and shows how regulatory change can be an opportunity rather than a threat, helping advisers to demonstrate the value of advice to their clients.
Sponsored 4 Sep 17
Finding some balance in the active vs passive debate
Passive investments have become a more popular recommendation for advisers and portfolio managers in recent years. But are passives always the best option for investors, or is active management a better approach?
Sponsored 31 Aug 17
Risk profiling, made simple
It is widely accepted that asset allocation is the primary driver of long-term returns in any investment portfolio, although long-term strategic asset allocation is not just about economic fluctuations, it is also about having a deep understanding of the long-term relative behaviour of asset classes. Unfortunately, the behaviour of asset classes (across the world, in countless different sectors), is as predictable as a new puppy, or the Great British weather.
Sponsored 23 Mar 17
The Isle of Man’s new regulations and what they mean for life offices, advisers and customers
The Isle of Man insurance regulator, the Financial Services Authority (FSA), is soon to announce a new set of rules that will raise the bar on how international life business is conducted from the Isle of Man.
Sponsored 16 Mar 17
Staying ahead of ever-changing international regulation
David Denton, Head of International Technical Sales at Old Mutual Wealth talks international markets, offshore bonds and the enduring need for financial planning.