Connection Mag – Q2 2008
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Contents
Shining the light on professionalism 1
Capita / Bankhall interview – Portavista 2
Praemium: giving advisers more control of the distribution chain 10
UKSIF helps raise the bar for ethical investment 12
Jupiter: The Decoupling Dilemma 14
Trustnet: A little knowledge is a dangerous thing. 16
Henderson: Fixed income made easy 18
Blue Sky AM: ‘Time in the markets’ not ‘timing markets’ is easy to preach 20
Cheviot AM: Balancing Risk With Reward 23
Brooklands: DIY IT or a professional managed service? 24
Well where are you now? How Benchmarking technique can help you 26
Scottish Widows: Transfer opportunities and challenges 28
Back Office Update – Client Care Desktop (CCD) v4.0 30
ATEB: Are you creating a lasting impression with your suitability letters? 34
Lindenhouse: Document Management 36
Canada Life: More than just an enhanced annuity 38
Capita: Focus on Equity Release 40
