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A journal that presents news and analysis in money management trends for the UK investor. Presents original and detailed surveys in financial planning and money management.
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Money Management back issues
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Secret societies?
July 1, 2009... Byline: Joe McGrath
Building societies like to promote their mutual status as a benefit, but many have been forced into mergers in recent months. Joe McGrath asks how strong they really are and considers where the next casualty may come from.
Two years ago, while the international...
Getting ahead of the game.
July 1, 2009... Embracing (not so) new technology made a huge difference to IFA Trevor Harrington 's business so much so that he successfully sold it last year.
It would be wonderful if IFAs were able to design their business models in such a way that, when FSA regulatory changes came along, there was...
Versatile SSAS is under-used.
July 1, 2009... Byline: John Chapman
Combining corporate planning ruses with pension saving makes SSASs potent weapons, says John Chapman
Small self-administered schemes (SSASs) appear at first sight to be simply niche pensions for small firms. But they are also vehicles for tax avoidance, lending,...
Taking stock - does diversification work?
July 1, 2009... Former investment banker Russell Taylor asks if recent history shows that portfolio diversification helps investors
Those brave enough to invest after the financial panic of last autumn, and the economic collapse that followed, have done well. Commodity prices have boomed while the stock...
A dead cert?
July 1, 2009... Specialist products such as self certified and fast tracked mortgages have been identified as villains. Laverne Hadaway wonders if there is any future for that sector of the market?
Mortgage brokers were not the only ones to come under attack at the FSA's mortgage conference in May....