Tag Archives: Investment opportunities

How important is your reputation?

We’ve got together with Sky News presenter Jeff Randall to explain to you why reputation is critical in times of financial instability, as well as six top fund managers to present their expert assessments of China, UK Income, Absolute Return, Global Equity, Agriculture and Property.

All for one morning out of the office.

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What’s next for Junior ISAs?

Well we’re pleased to see the government and HMRC have defined the rules for Junior ISAs (replacing child trust funds from 1st November 2011). That helps us to build a robust solution in line with the FSA’s guidelines. Will you … Continue reading

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Posted in Adviser feedback, Cofunds, Junior ISA, Your platform | Tagged , , , , , , , , | Leave a comment

How to increase your income

From 10 June to 13 July we’ll be on the road again, delivering 17 retirement seminars across the UK.

These practical and informative sessions have been carefully designed to show how your income can be increased by using platforms to create your clients retirement planning strategies.

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Junior ISA

We touched on the subject of Junior ISAs at our recent live Budget webinar. Although we welcome the Chancellor’s announcement on the new Junior Stocks and Shares ISAs, the detail may not be as good as many had hoped for – particularly around contribution levels and control of the money.

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Make our mag your own

We’ve recently published the winter edition of Perspectives magazine. This issue has some great articles on RDR, pensions and adopting model portfolios as well as some really interesting views from contributing fund groups ranging from investment bond advantages to dealing with … Continue reading

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Posted in Pensions, RDR, Your platform | Tagged , , , , , , , | Leave a comment