Perspectives

This page is for Professional Financial Advisers only

Product | 21 June 2017 Life support

Life support

With the launch of the Lifetime ISA, UK investors have an unprecedented choice of ways in which to invest tax-efficiently for every stage of life. Sam Christopher assesses the options.

Life support
Fund sector | 14 June 2017 Seattle

Seattle's boom is about far more than Amazon

Seattle is placed under the spotlight as Ryan Bennett, Securities Analyst, at Schroders, weighs up the global city's property potential and investment opportunities.

Seattle's boom
Business support | 9 June 2017 Investing after Brexit

The election and Brexit - investing during instability

In the wake of the general election ending in a hung parliament, Andy Coleman considers how advisers can approach both accumulation and decumulation clients in the current climate.

The election and Brexit
Fund sector | 9 June 2017 Juniper Petheram Gunn

Bonds and Brexit – Tighter sooner? Brighter later?

Alastair Gunn and Rhys Petheram, Co-managers of the Jupiter Distribution Fund Range, share insight into the global market and possible impacts to economic growth.

Bonds and Brexit
Cofunds | 9 June 2017 Juniper Petheram Gunn

Aegon and Cofunds: Your questions answered

The joining together of Aegon and Cofunds is set to create the largest advised investment platform in the UK. Mark Till and Andy Coleman explain what this will mean.

Aegon and Cofunds
Business support | 19 May 2017 Cofunds | 7 June 2017 Register for The Investment Conference

Register for The Investment Conference

Join Aegon and Cofunds on 20 June 2017 in Harrogate, for a day filled with top-class speakers. Find out about the future of the platform market and hear Neil Woodford answer your questions.

Business support | 19 May 2017 Along which track will you charge?

Along which track will you charge?

Following last April's sunset deadline, Liz Pemberton assesses how advisers on Cofunds are choosing to charge for their services.

Along which track will you charge?
Product | 19 May 2017 Going it alone

Going it alone

Over a third of retirees choosing income drawdown do so without taking advice. Martin Wigginton considers the perils and opportunities of the non-advised drawdown market.

Going it alone
Fund sector | 19 May 2017 The Tortoise and Hare approach

The Tortoise and Hare approach

Watch Georgina Hamilton and George Godber from Polar Capital sharing insight into value through a 'Tortoise and Hare approach', the role of the adviser and planning for political uncertainty.

The Tortoise and Hare approach
Business support | 19 May 2017 In for the long haul

In for the long haul

Laura Eden considers the steps that advisers are using to model a long-term retirement investment strategy in a low-rate world.

In for the long haul
Regulatory | 19 May 2017 Getting ready for MiFID II

Getting ready for MiFID II

Liz Pemberton considers what should be on an adviser's/distributor's to-do list in preparation for MiFID II.

Getting ready for MiFID II
Regulatory | 19 May 2017 How well do you know your customers?

How well do you know your customers?

Read our tips to find out how you can Know Your Customer (KYC) and what documents we need to verify your customer, to help prevent money laundering.

How well do you know your customers?