View more on these topics

Pass the portfolio with Autif and AITC courses

Autif and the AITC are joining forces to launch a course to help IFAs

manage investment portfolios.

The course aims to enhance practical skills in planning, managing and

monitoring investment portfolios.

A pilot course is being held on April 11 and there are plans to run a

series of courses from June across the UK.

Autif says many IFAs have a clear understanding of individual collective

investment vehicles and their uses in financial planning but they need

support in helping them manage portfolios.

By the end of the course, IFAs should be able to understand many aspects

of portfolio planning, including asset allocation, recognising bench- marks

and different management styles and measurement of volatility.

Autif is also introducing a guide to ethical investment funds, explaining

how to select a fund and how to make sure the choice meets the requirements

of clients.

It also details how ethical funds have performed over the past 15 years.

Autif director of communications Anne McMeehan says: “Because some very

different funds are classified as ethical, it is important that investors

choose carefully before committing themselves. They need to be sure it

really does fit their ethical criteria as well as their investment



Carpetbaggers cut out of windfalls

Scottish Provident has announced that buyers of second-hand policies will not be entitled to windfall payments should the insurer demutualise.The move is an attempt to block so-called “carpetbaggers” who purchase policies solely to take advantage of companies that are pursuing the conversion option.Standard Life, another insurer recently threatened with demutualisation, passed a similar resolution. It […]

Boutiques are in style fashion

The trend of big-name managers jumping ship to join either a smallinvestment house or to start their own firms is is now firmly establishedin the UK.The phenomenon of boutiques began in the US about 10 years ago andboutiques now springing up in the UK.In the last couple of years, Japan specialist Ed Merner left Schroder […]

Weighty issues

This year, for the first time in the UK, a single company came to accountfor more than 10 per cent of the stockmarket index. This may seem like atechnical factor, which it is, and irrelevant to the advisory market, whichit isn&#39t.This issue, if unchecked, will have a broader effect on the retailinvestment market.Vodaphone Mannesman now […]

Sierra Leone cover image - thumbnail

White paper — Sierra Leone International Insights

Jelf Employee Benefits assesses the areas that employers should be aware of when considering operating in Sierra Leone, including healthcare access, delivery and insurance provisions. This report draws on various sources to highlight specific considerations for this emerging jewel in West Africa.


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm