Publications

Gain insights into topical issues through our wide range of CPD-accredited publications.

Income Protection Review Content only accessible to registered users

October 2010

Our review of income protection gives an overview of developments in the industry and looks at how advisers can encourage clients to consider income protection insurance as part of their financial planning.

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UK Equity Income Fund - Case Study Content only accessible to registered users

October 2010

Interest in UK equities to provide a competitive income stream is on the increase. In response to this, we have published a free case study which provides a detailed insight into the core investment processes and risk controls behind the management of one fund. It includes a diary of the decisions made, the thought processes behind them and the resulting fund activity since early 2008.

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A Guide to Alternative Investments Content only accessible to registered users

July 2010

Following a surge in popularity of alternative investments, this free guide provides an introduction to the different asset classes and investment vehicles available.

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A Guide to Insurance Bonds Content only accessible to registered users

June 2010

This free guide encompasses both offshore and onshore bonds. The guide includes sections on charging structures and fees, policyholder protection, bonds without guarantees, a market overview and much more.

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Absolute Return Guide - 2010 Content only accessible to registered users

June 2010

This newly updated guide is a useful resource for advisers, providing information and insight into absolute and relative return funds. This guide includes definitions of absolute and relative returns, considers how funds can be used in a portfolio and much more.

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