From the category archives:


Professional Adviser Awards

by Richard Allum on 22 January 2010

The Professional Adviser Awards took place last night and I was kept up to date with events by Dennis Hall via Twitter (thanks Dennis).  I have a slight reservation with this type of awards ceremony mainly due to the fact that the winners are declared based on a vote.  It could be said that this […]

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Longevity Income Plan

by Martin Vaughan on 1 August 2008

We thought it would be a good idea to start to provide reviews of new products. We felt that as we were reviewing Plans and products and trying to understand them as part of our day jobs it would be good to share this information with our readers.We have tried to set this out in […]


Wrap accounts – which one do you use?

by Richard Allum on 18 May 2008

Wrap accounts have grown in popularity in recent years with most paraplanners and advisers having their favourite offering, or even offerings.  Citywire has just published the results of their survey on this issue, which you can see here, which shows Transact coming out on top. I have used Transact more than any other wrap mainly […]


SIPPcentre takes Protected Rights next month

by Richard Allum on 23 April 2008

One of my favourite SIPP providers is SIPPcentre and they have today announced that they will accept Protected Rights transfers from 12 May.  They have produced a briefing document which you can download here.  As the DWP still only permits Protected Rights within a SIPP to be held in cash until October, the funds will […]


National Savings ISAs

by Richard Allum on 2 April 2008

Due to falling yields in the gilt markets, NS&I are reducing the rates on all fixed rate investments on 2 April 2008. NS&I is to offer a new guarantee on its popular Direct ISA. From 6 April 2008 the Direct ISA will pay interest at 0.30% above the Bank of England base rate.  The limit […]


FundsNetwork offer on Bond

by Richard Allum on 17 January 2008

Fidelity FundsNetwork is offering an allocation uplift for clients and additional trail commission for advisers on its Investment Bond this Spring. For all applications received on or after January 21 until March 28 2008, clients aged under 80 and investing over £50,000 will qualify for the 1% uplift in the allocation rate on their bond. […]