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JOURNALS

Financial Solutions

November 2005

List of issues | Journals home page



Please note the documents listed on this page are available to members only unless indicated otherwise. If you are not already logged in you will be asked to do so before the required file is delivered.



EDITOR'S COMMENT
There's nothing civil about public/private pension split

LETTERS
What can chartered status offer those already into their careers?

REGULATION NEWS
CII takes FSA to task

REGULATION ANALYSIS
TCF: what it means for you
Clive Briault explains current FSA thinking on treating customers fairly

INTERVIEW
Coming back to life
Peter Hales is using his presidency of the CII to reinvigorate its commitment to life and pensions. He tells Kevin Pratt that the institute has much to offer this side of the industry

PENSIONS ANALYSIS
Getting on course for A-day
As simplification approaches, Financial Solutions reviews services for PFS members

PENSIONS ANALYSIS
Accrual twist of fate
David Davison urges advisers to check out the latest pronouncements on continued accrual and enhanced protection

RETIREMENT PLANNING
Hot property?
The inexperienced, the unregulated and the unqualified are rushing to persuade clients to use their pension to buy property abroad. Robin Ali sounds warning bells

PROTECTION ANALYSIS
Overseas aid
Can you meet the protection needs of clients working or living abroad? Andrew Apps urges advisers to broaden their horizons with international health insurance

TECHNICAL FOCUS
Trusts and life assurance
Barbara Gardener examines some aspects of using life policy trusts in the areas of family protection, inheritance tax mitigation and probate avoidance

TECHNOLOGY ANALYSIS
Maximising website marketing
John Harrison explains how web analytics can help you squeeze more value out of your online marketing efforts

MARKETING ANALYSIS
The chosen few
Is it possible to have too many clients? If they are the lifeblood of any business, can you ever have enough? Karl Hartey argues that, in reality, less can be more

PROFESSIONAL DEVELOPMENT
A fair crack of the whip?
Ian Patterson assesses the impact of treating customers fairly on T&C regimes

PROFESSIONAL DEVELOPMENT
Training? Take the coach
Could you boost the quality of your performance, or are you as good as you’ll ever be? Coaching might release your untapped potential, says Dr Charles Woodruffe

PROFESSIONAL DEVELOPMENT
Critical update on critical illness
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