Planning

• It’s a Mad, Mad, Mad world – reading the signals of the global economy

  

  With global economic signals all seeming to flash red, what can we expect next? asks Douglas Kearney, investment director, Intelligent Pensions

• Neil Woodford, investment success and regression to the mean

  

  To what extent is investment manager success a factor of randomness and investors’ susceptibility to being fooled by it?

• Pension offsetting on divorce – where and when not to use it

  

  Martin Jones, technical team leader at AJ Bell, looks at when offsetting might be a useful solution and when it’s best avoided

More Articles

• Post Brexit healthcare issues for expats

  

  EU healthcare and what clients need to bear in mind post Brexit.

• Do your ongoing reviews deliver value for money?

  

  With value for money a key focus of the FCA’s yet to be completed reviews of RDR and FAMR, Steve Bailey, director of compliance firm ATEB Consulting, considers best practice for advice firms

• Breaching the LTA – the need for good advice

  

  Danielle Byrne, technical consultant at AJ Bell, addresses the risk of breaching the LTA because of a death in service policy

• Liquidity and the law of unintended consequences

  

  Liquidity as a risk can be underrated but is important for number of reasons, observes David Jane, manager of Miton’s multi asset fund range

• Structured products in the 10-years since the Financial Crisis

  

  Structured products have proved to be one of the best performers over the past decade, with 88% producing a positive result for investors

• Commercial property – options around funding

  

  Denton’s Stephen McPhillips looks at ways for a business to fund the purchase of a commercial property for its use and where the right SIPP provider may prove useful

• What makes for the ideal paraplanner?

  

  Michelle Hoskin of Standards International sets out key principles and behaviours she believes make for the paraplanner advice businesses need both now and in the future

• US vs China – are we moving beyond a trade war?

  

  The US China trade war has become much more than the US trying to protect its manufacturers from unfair competition. Now there is more at stake, says Miton’s David Jane

• When and how clients can take their pension lump sum

  

  John Keenan, Xafinity SIPP & SSAS, examines the rules that apply to pension lump sums and how they can be accessed efficiently by clients.

• Carrying out a SIPP book migration

  

  Where industry consolidation means a SIPP book is with a provider an adviser would not have chosen, a migration may be necessary but the process is not always easy.