Connection Mag – Q1 2008

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Contents

Supporting the longevity of independent financial advice in the UK 2

I was told the other day... 4

Practice Management 6

Making your investment process ‘TCF proof’ 8

A taxing question for Directors 10

Client focus.... 12

Socially Responsible Investments (SRI) 16

A Regulatory Snapshot – Where are we today? 18

UK adviser market embraces growing opportunities from the offshore investment arena 20

TCF & Consolidation 22

The Retirement Account – better than a SIPP 28

Connecting you to the power of technology 30

Is the economic slowdown giving advisers the jitters? There could be an easy way to replace lost income. 32

Endowments: Turning a burden into an opportunity 37

How to Quote TEPs via Webline 38

Electronic Commission Reconciliation 40

Capita Financial Software Focus on SIPPS – what the adviser
should know 46

‘How To’ Research Self Invested Personal Pensions (SIPPs) 48

Researching Offshore Bonds 50

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News

Product Providers Round Table

The Product Provider Round Tables are organised by Enabler on behalf of our partners on a regional basis three times a year. They are a very useful opportunity to gauge the market and exchange views.