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Page |
| COMMENT |
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- Safety first?
With the Equitable decision rocking industry boats,
Stephanie Hawthorne, Editor, wonders if there really is a
failsafe pension.
|
3
|
CURRENT
EVENTS
- A summary of current news
including:
|
5/6/9/10/12/13/14 |
PROFILE
|
|
- Thirst for knowledge
Mind your Ps and Qs at
the PMI: Secretary General Sue Howlett speaks about her roles as
teacher, examiner and co-ordinator to Simoney Girard, staff
writer.
|
17 |
| PENSIONS
LAWYER |
|
- Quality street
Slightly nutty, or maybe a soft centre? Perhaps you like the
continental variety. But choosing a pensions lawyer is not the
same as taste-testing sweets. Something more than a look at the
calorie content is needed, as Robin Ellison explains.
|
21 |
| EARLY
RETIREMENT |
|
- The flexible pension?
Most providers are contortionists, bending over backwards to
give you the right package. But with changes and charges
combining, your funds may escape you like Houdini. Anna Rogers
asks whether there really is a flexible pension.
|
25
|
| LIFESTYLING |
|
- Fit for the Morgue?
Is there hope for the lifestyling arrangement, or will its
condition deteriorate? Richard Stroud and Alister Esam attempt
resuscitation.
|
29 |
| PENSIONS
PROVISIONS: MFR |
|
- A line in the sand
Hey, gringo! You want
trouble? Cross that line! Is the minimum funding requirement a
bandit or hero for pension funds? Andrew Claringbold examines
the investment boundary.
|
33 |
| CORPORATE
GOVERNANCE |
|
- Voting wisely
The watchful trustees are
being watched in turn. To avoid confrontation, there must be
greater communication with institutional investors and a prudent
approach to voting issues. Michelle Edkins reports.
|
36 |
| INDEX
FUNDS SURVEY |
|
- Out of harm’s way?
Index fund supporters
have seemingly lain dormant while active management proponents
have erupted into the limelight. But apart from financial
security, what do index funds offer to investors? Allison Plager,
financial journalist, suggests that such funds are more than a
safe option.
|
37 |
| CASH
BALANCE PLANS |
|
- Born in the USA
Forget the Cadillac, don’t
mention Disney and, for the record, Elvis is not working in a
Wigan chippy. The invasion we’re thinking of is a UK
equivalent to the US cash balance plans. David Blecher and Robin
Smith give a balanced opinion.
|
41 |
| INVESTMENT |
|
- Big brother
See that computer
monitor? Someone’s watching you. No, it’s not the thought
police: it’s that trustee board. Paul Gibney keeps a close eye
on fund managers.
|
43 |
- Prized assets
A treasure trove of good
returns awaits the thoughtful asset allocation strategist, as
Andrew Maclaren explains.
|
45 |
REGULAR
FEATURES
|
|
- Political stage
Heart of darkness: Down by the murky, snaking river,
enclosed in an ancient stone edifice, dwell the medicine men of
Westminster. Sue Ward is on safari
- Beginners’ page
Exploring new horizons: uncharted finance is no sweat
for Mike Young at PRAG.
- Points of law
It’s not a very Equitable life!: When the Lords
holds out against the insurer, other companies must take
warning, says Robin Ellison.
- Tax and benefit notes
Decisions, decisions: Gareth Kitchener reminds
trustees that responding to Pensions Act ain’t over till the
legislation swings.
- Trustee topics
Balancing the load: It’s not aping around: Simian
rebalancing can help your portfolio construction. Sally
Bridgeland demonstrates.
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47
49
50
52
56
|
| Letters |
|
| Courses and
seminars |
|
| Overseas benefits |
54 |
| Pensions progress |
55 |
| Association forum |
54 |
| NAPF update |
58 |
| Statistics |
59 |
