Gain insights into topical issues through our wide range of CPD-accredited publications.
The cost and value of adviser investment solutions – case study
A recent Defaqto survey shows that approximately two-thirds of adviser business is now directed towards using multi-asset funds, either as unitised products or as model portfolios on a platform.
The value of using a capped volatility investment strategy – case study
Life expectancy is increasing and adviser clients will require sustainability of both income and capital with their retirement funds. While this case study acknowledges that product selection to support this strategy for the client is extremely important, it explores what the underlying investments do for returns and the protection of client funds.
Guide to onshore bonds
The onshore bonds space has seen significant innovation and change as a result of the RDR. The charging structures are very different now, and providers have undertaken much effort to make the underlying assets of funds less opaque. This guide gives advisers detailed information on onshore bonds.
Business property relief: an essential financial planning solution - case study
Defaqto has seen steadily increasing use from financial advisers in tax shelter investing over the past few years. Venture capital trusts, enterprise investment schemes and BPR are now in the process of becoming mainstream product solutions for adviser clients.
Offshore Bonds for Income - Case Study
The offshore bond market is a mature and healthy one that has seen much innovation as a result of RDR and the low inflationary environment. Our new case study looks at the potential advantages of recommending offshore bonds and explores the key considerations that should be taken into account when doing so.