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Latest Informer articles

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Overcoming barriers to offshore

In the last two years we’ve seen significant changes in pension and tax legislation and these changes mean clients are searching for alternative solutions. See how offshore bonds could be the solution. Topic:Investment planning
Variety of currencies

Focus on Newton's UK Opportunities Fund

Investment expert Nathan John looks at the fund’s investment approach which has a solid track record, forged by a consistent approach since inception in 2002. Topic:Global Equity
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Claims …myth or reality

We take pride in the fact that we’ve been providing high quality life and critical illness cover to our customers for many years. But it’s not just the amount and quality of cover you're recommending that’s important. Topic:Protection
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Pension death benefits: full flexibility is being squandered

Increasing numbers of pension customers are missing out on the ability to cascade pension wealth efficiently when they die. Find out how you can help ensure your clients can make the most of their pension. Topic:Retirement
Analysis

Focus On Schroder European Alpha Income Fund

Schroders fund manager James Sym explains the fund’s investment approach which has achieved fantastic capital growth and outperformance of both its benchmark and sector average for clients since its launch in 2012. Topic:Global Equity
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What do paraplanners think of Old Mutual Wealth?

Andy McGeown, Investment expert, explores what the readers of Professional Paraplanner think of Old Mutual Wealth. Topic:Financial advice
Windmills

Supporting your due diligence with gold standard service

Andy McGeown, Investment expert, looks at how our 2017 Defaqto 'Gold' rated level service for Protection, Onshore Bond, Pension and Platform can help justifying your choice of using us for due diligence purposes. Topic:Financial advice
Brainstorming

How to overcome the problem with DB transfers

Ian Browne, retirement expert, gives his top tips to help you navigate your way through the data problems and tight timelines you face with DB transfers. Topic:Retirement
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Protecting you and your Spouse/Partner

How Cover Continuation and Cover Re-instatement options can help ensure your clients can continue with their existing benefits, should they be unfortunate to have to claim on their policy. Topic:Protection
Ballot box

Eroding social contract at stake

The upcoming general election has created a flash point around the state pension and its role in intergenerational (in)equality. Topic:Retirement

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