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Latest Informer articles

Man opening safe

The Politics of (defined-benefit) Pensions, the Pension Protection Fund and scheme deficits

In the UK defined benefit scheme have long been part of retirement planning but over the years the costs have become in some cases prohibitive. Here we look at some of the issues these schemes currently face and why. Topic:Retirement
US flag

Investment reactions

Links to expert assessment, opinion and commentary that will help answer some of the questions you and your clients may have about the implications of the result of the US Presidential Election. Topic:North American Equity

“One of the best” – Protect goes online

Protect Quote and Apply, our new online application for Protect, is open and ready for business. Topic:Protection
Girl with umbrella

Death and taxes: You know the quote

Benjamin Franklin’s quote from 1789 about death and taxes is much used in this industry. An overly used cliché? Possibly. As true now as it was then? Definitely. Where do the two meet? Inheritance Tax. Topic:Protection
Couple signing forms

We all need to take cover

With so many unpredictable factors in play, it’s clear that fixed term protection may not be able to fully address today’s real needs. But what about the alternative: renewable plans with low starting premiums? Topic:Protection

Government must put policy over politics

Long-term savings policy is under serious threat from short-term political engineering. Topic:Retirement
Corporate protection

Business protection conversation starter

One of the biggest challenges we have is a lack of time. Many advisers tell us that they see the value of addressing business risk with their clients but struggle to initiate a conversation with clients. Topic:Protection
Union Jack and EU flags signpost

Future of QROPS following EU referendum

What impact could the EU referendum result have on pensions and on tax relief, and more specifically the future of QROPS? Topic:Retirement
Lady with compass

Keeping investments on the right course

Our newly launched Old Mutual Compass Portfolios are designed to match clients’ investments to the level of volatility, or risk, with which they feel comfortable in scale of 2-5. Topic:Investment planning
Flip flops

Fed flip-flopping warrants caution

The US monetary guardian has undermined a key plank of support for emerging market equities, justifying a cautious stance towards the asset class. Topic:Emerging Markets

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