Planning

• FCA Retirement Outcomes Review – what’s in store for advisers?

  

  There are signs where the ROR might be focused but the regulator must ensure its proposals are realistic, says AJ Bell’s Tom Selby

• Percival and Harrison review suitability report writing at Technical Insight Seminars

  

  Rory Percival and Cathi Harrison will be tackling the issues around writing compliant, FCA-friendly suitability reports at the Professional Paraplanner Technical Insight Seminars 2018.

• How to get commercial land accepted as an asset in a SIPP

  

  Martin Tilley, director of Technical Services, Dentons Pension Management, provides pointers to help get commercial land accepted by a SIPP provider

More Articles

• Why the dollar is sitting at the heart of allocation decisions

  

  Henna Hemnani, assistant fund manager for the Miton’s multi-asset fund range, looks at the effect of a strong US dollar and what that means for global asset prices

• Trends in social media and investment vanity

  

  Obliging people’s vanity is a good investment strategy, argues Rathbones’ multi-asset assistant fund manager Will McIntosh-Whyte. But beware of fickle fashion.

• How defensive are ‘defensives’?

  

  Maybe it’s time to redefine what we class as a defensive equity, says Anthony Rayner, manager of Miton’s multi-asset fund range

• Case Study: Swapping a personal pension to a SIPP for property purchase

  

   Moving a personal pension to a SIPP to make a property purchase can be the smart move, writes Jessica List, pension technical manager, Curtis Banks Group

• Investing for sustainability: Can investors affect plastic reduction?

  

  By embracing companies contributing to a cleaner and more efficient (circular)economy, Quilter Cheviot’s Claudia Quiroz believes they can

• PRIIPS – the challenges for adviser firms

  

  What do advisers need to understand about PRIIPs and the challenges posed by the regulation which came in earlier this year? Ulf Herbig, product owner at KNEIP provides an insight

• Time to embrace volatility

  

  Markets have been volatile but that is to be expected and investors need to look through the noise to opportunities, says Miton’s David Jane

• Market uncertainty as long term trends are challenged

  

  Markets are trying to understand whether new developments are short term reversals, or something more structural

• The rise of Green Bonds – their pros and cons

  

  Liontrust’s Kenny Watson looks at the rise in green bond issuance and whether these investments represent good investments

• Pension transfers advice rules published but further consultation required

  

  FCA publishes Advising on Pension Transfers final rules and guidance but puts some areas out for further consultation