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Client
newsletter
Informed Choice
produces a quarterly newsletter, Best Advice, for
our private clients. It is issued directly to our
Premier and Membership clients with their quarterly
valuation reports.
This
newsletter provides our news and views on relevant
personal financial planning and investment issues for
private clients.
Copies of current and
recent editions of this client newsletter can be found
using the following links.
October 2009
The
autumn edition of our client newsletter looks
at paying for ongoing services from a financial adviser,
our investment outlook for Q4 2009, new ISA limits for
the over 50s, our new personal finance website and some
news from Informed Choice.
July 2009
Our
latest client newsletter looks at a robust
investment advice process, how financial services is
becoming a profession, the active/passive fund debate
and contains an introduction to our latest team member,
Dermott Whelan.
April
2009
This
edition looks at the notes from our latest
Investment Committee meeting, the difference between
financial planning and financial advice, new micro-sites
from Informed Choice, the conversations we would like to
have, and the 'lemon' funds leaving a bitter taste.
January
2009
This
edition looks at investment predictions for
2009, using salary sacrifice to boost pension
contributions and redundancy considerations for
financial planning.
October
2008
This
edition looks at the considerations when
transferring protected rights to a SIPP, the safety of
your pension fund, the new £50,000 savings compensation
scheme, the Informed Choice Wrap and the dangers of
relying on fund ratings when selecting investment funds.
July
2008
This
edition looks at the growing number of people
leaving no inheritance behind for their children and how
high interest rates still fail to deliver a 'real'
return.
April
2008
This
edition looks at a summary of the main
personal finance related Budget provisions and trouble
in the Icelandic economy that could spell problems for
UK savers.
January
2008
This
edition looks at five personal finance
resolutions for 2008 and the ability to hold protected
rights benefits in Self Invested Personal Pensions (SIPPs).
October
2007
This
edition looks at adapting to the early
retirement trend and new compensation limits for savers.
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