Forward Features 2008

January

• Investment - offshoring
• Investment - discretionary managers
• Planning - financial education - the way forward
• Retirement Income – open market option
• Tax and trusts - raising awareness
• Saving for children
• Equity release – home reversions – still the poor relation?
• SIPP special section

February

• Investment – Retirement investing in volatile conditions
• Investment – investment trusts
• Planning – Retiring abroad – what issues need to be considered?
• Legislation –Update on RDR
• Retirement Income – Pros and cons of drawdown
• Tax and trusts – What common mistakes do people make?
• Equity release – innovation in the market

March

• Investment – Pros and cons of different asset classes in retirement planning
• Investment – investment trusts
• Planning – Managing a phased retirement strategy
• Legislation - How have advisers coped with MiFID compliance?
• Retirement Income – Buying annuities in slices
• Technology – How can the latest innovations aid the adviser?
• Tax and trusts – tax and trusts post April 2008
• Equity release – educating the client

April

• Investment – offshoring
• Investment – multi manager
• Planning – long term care
• Retirement Income – what way now for the third way?
• Retirement Income - SSAS
• Tax and trusts – Estate planning
• Equity release – review of home reversion markets one year after regulation

May

• Investment – Esoteric asset classes
• Investment -Property
• Planning – What happens when you run your own business and want to retire?
• Financial education – Meeting client needs
• Retirement Income - How is income drawdown being used?
• Tax and trusts - IHT planning and equity release
• Equity release - what do clients need to know before taking out equity release

June

• Investment – The role of protected rights
• Investment – How has the credit crunch affected pension investment?
• Planning – long term care
• Legislation – pension transfer values
• Retirement Income - ISAs
• Technology – portfolio planning tools
• Legislation – Personal accounts
• Tax and trusts - The role of different trusts in IHT planning
• Equity release – alternative uses

July

• Investment – Asset allocation for retirement
• Investment – With-profits
• Offshore
• Legislation – TCF update
• Planning – retiring abroad – what needs to be considered?
• Pensions – SIPPs
• Retirement Income - Annuities
• Equity release – What needs to be done to grow the market?

August

• Investment – Ethical investment
• Investment – Multi manager
• Planning – Phased retirement
• Financial education – How can awareness be raised?
• Retirement Income – How increasing choice in the at-retirement market affects how advisers advise clients
• Tax and trusts – Spotlight on a particular kind of trust – how can it be used in retirement planning? What issues do advisers need to be aware of?
• Equity release – Equity release’s place in a retirement planning strategy
  

September

• Investment -Esoteric investments
• Investment – Investment trusts
• Planning – Long term care
• Legislation – Protected rights
• Retirement Income – Development in the annuity market
• Offshore – How can offshore bonds be used in a retirement planning strategy?
• Tax and trusts –How different trusts work
• Equity release - Identifying catalysts for growth
  

October

• Investment –Asset allocation in the run up to retirement
• Investment – Hedge funds
• Technology – The role of wrap
• Legislation – Personal accounts
• Planning – Estate planning
• Pensions - SIPPs
• Retirement Income – Income drawdown
• Equity release – Is perception changing?
• Tax and trusts –IHT mitigation strategies

Get free weekly news updates from Retirement Planner straight to your inbox