JOURNALS

Financial Solutions

August 2005

List of issues | Journals home page

INDUSTRY ANALYSIS
Condition critical: time for income protection
Clive Waller says advisers should emphasise the benefits of income protection cover and not be seduced by marketing promotions for critical illness policies

INDUSTRY ANALYSIS
Sales row hits protection market
Are life insurers making it too difficult to sell protection policies? Kevin Pratt hears that argument that change is required if clients are to get the cover they need

INVESTMENT ANALYSIS
Investment advice: your prime asset
Never mind the quantitative allocation, feel the benefit of qualitative judgment in the asset selection process. Andy Clark flies the flag for traditional investment advice

MARKETING ANALYSIS
In good company
This month’s technical focus looks at financial planning for corporate clients. Here, Sandro Forte offers a personal view on how to attack the market

TECHNICAL FOCUS
Corporate clients: watch out for tax traps
The aim of this article is to present advisers looking after the interests of corporate clients with a guide to the issues surrounding the choice and management of their investments. Analysis by Tony Wickenden

INDUSTRY ANALYSIS
CF8 – essential for LTC advisers
The deadline for passing the mandatory exam is running out, says Jeremy Davies

PROFESSIONAL DEVELOPMENT
CPD: a developing picture
Fiona Andrews unveils the PFS’s plans for an enhanced CPD scheme this autumn

BUSINESS DEVELOPMENT
Interviewing job candidates: how to improve your technique
Karl Hartey offers practical guidance on how to improve the way you select staff

BUSINESS DEVELOPMENT
Being good is good business
Achieving compliance is mandatory, so why not harness regulatory imperatives for the benefit of operating efficiency and, ultimately, your bottom line, asks Ian Patterson

RETURN TO TOP