CONTENTS
20
In-depth research , robust governance and transparent outputs : How SimplyBiz Investment Services can help you to make informed decisions
28 Ukraine war raises social and ethical dilemmas Fidelity examines the complex issues raised
38 How portfolio managers handle political risk
40 Minimising the excess lifetime allowance charge Canada Life explores a case study to illustrate different retirement income strategies
48 Should you be thinking about estate planning ? Breaking down the complexities of IHT
50 Managing surplus cash held in a business Ensuring the nirvana of surplus cash doesn ’ t turn into a nightmare for business owners
52 Asset-backed investments – what do they offer ?
54 AIM and acquisitions – where bigger is not always better
PROFESSIONAL AND PERSONAL DEVELOPMENT
56 The biggest event programme yet ! We ’ re halfway through the year , with plenty more coming your way
6
Riding the storm of the Consumer Duty : How big is your boat ?
MORTGAGE AND PROTECTION
61 Your protection roundup The latest from the world of SimplyProtect and our further protection support
62 Lifetime mortgage medical underwriting just got easier Just explore how this can help meet your clients ’ needs
36
Consumer Duty brings vulnerable clients back to the spotlight
# 05 | SUMMER 2022 | 5