High Net Worth
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Budget report 2009: preview

Click here to listen to a special edition of the Pensions Management podcast, previewing the 2009 Budget, with contributions from Robin Ellison, Tom McPhail, Mike Morrison, George Bull and Mike Fosberry.

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Cash balance interest rates and the RDR – PODCAST

Welome to the first High Net Worth podcast.

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Cash balance interest rates and the RDR – PODCAST

Welome to the first High Net Worth podcast.

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Click here to watch our latest video
Dave Lowe talks to Charlie Kirby

Dave Lowe talks to Charlie Kirby about the pressing issues surrounding DC pensions.

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E-mail Updates

Poll

Relationships with discretionary fund managers (DFMs) will become more important with IFAs as we move towards RDR.

  • Absolutely. Can't do it myself, so why not get a specialist to manage my investment process?
  • Yes, I intend to use DFMs when they are suitable for specific clients, but not across the board.
  • Not sure. I have mixed feelings about outsourcing the investment.
  • No, I've had bad experiences in the past and I'm not sure I would trust a DFM with my clients.
  • Over my dead body. You couldn't pay me to use a DFM.
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