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JOURNALS

Financial Solutions

December 2005

List of issues | Journals home page



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EDITOR'S COMMENT
Communication is the key to success on the public stage

PRESIDENT'S COMMENT
Inaugural conference: the beginning of a superb future
If any more evidence were needed that we are a profession, that evidence comes from the award by the Privy Council of the Chartered Financial Planner title

NEWS AND REGULATION UPDATE
Progressing to professionalism
It’s been a long hard road, but recognition of financial planning as a profession is finally within reach. John Ellis says the struggle has been well worthwhile

TECHNICAL FOCUS
A-day: pensions and property
The aim of this article is to provide advisers with clients who may be interested in investing in property – both commercial and residential – with an overview of the main issues they are likely to face in advising those clients both pre and post A-day. The article, written by John Moret, is specifically concerned with self-invested personal pensions (SIPPs), although many of the issues will also apply to small self-administered schemes (SSASs)

REGULATION ANALYSIS
TCF: advice for small firms
Joanne Smith gets to the heart of treating customers fairly

PENSIONS ANALYSIS
Trustees offered e-learning option
The Pensions Regulator is going online in January 2006 to help trustees cope with the changes to their responsibilities that kick in next April. Terry Clayworth explains

PENSIONS ANALYSIS
MNTs come to the fore
Up to speed on member-nominated trustees? James Keith sets out the new position

PROFESSIONAL DEVELOPMENT
Diploma moves to centre stage
Bob Bullivant outlines the thinking behind the CII’s Diploma in Financial Planning

INVESTMENT ANALYSIS
Wrap artists
Clive Waller ponders the merits of fund supermarkets and wrap platforms

RENDEZVOUS
Conference sees “dawn of new era” for financial planning profession

RENDEZVOUS
Birmingham ’05

MARKETING ANALYSIS
PR for the course
How does public relations activity fit into the marketing mix? Helen Wylie explains

MOTIVATION ANALYSIS
Rules of engagement
Employees who are fully engaged in their work provide firms with a powerful competitive weapon. Charles Woodruffe suggests how to maximise motivation

PROFESSIONAL DEVELOPMENT
Long term considerations
With CF8 exams on the horizon, Ian Patterson explores long-term care insurance

INDUSTRY ANALYSIS
Offshoring: still on course?
Exporting jobs to India and beyond is saving UK financial services firms huge amounts of money – but at what cost to the industry and the economy, asks Kevin Pratt


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