Split capital

Goodwin, Yvonne
July 2009
Money Marketing;7/16/2009, p48
The article presents the author's views on the investment advisor's recommendation regarding financial settlements from a divorce. She cites the emotional turmoil that made the client too tired to decide regarding investments and deposit accounts. The author gives a point by point advice for the investment decisions of the client including bank accounts, endowment policies, and the pension-final-salary defined benefit scheme.


Related Articles

  • Snapshot judgement. Dixon, Gary // Money Marketing;5/8/2003, p38 

    Answers questions related to independent financial advisers. Dilemma facing many sole traders; Endowment complaint; Compensation culture.

  • Rovers and out...  // Money Marketing;3/20/2003, p39 

    Reports on the developments in the financial services industry in Great Britain as of March 2003. Famous classic investment funds from the 80s and 90s; Reputation of the independent financial advisors; Second hand endowment policy.

  • Claim-chaser secures referral deal with solicitors. Salmon, James // Money Marketing;5/11/2006, p80 

    The article reports that British endowment claim-chaser Brunel Franklin has made a deal with a law firm to take on complaints against independent financial advisers (IFAs). The deal allows policyholders who were sold endowments by IFAs to file their complaint with an unnamed no win, no fee...

  • Judge's payback ruling on endowment redress. McMillan, Paul // Money Marketing;10/18/2007, p1 

    The article discusses the case of retired financial adviser Eifion Hughes who was asked to pay back the endowment misselling redress in Great Britain. The case relates to the ruling that an independent financial adviser's (IFA) client must pay back the endowment misselling redress ordered by the...

  • Projection racket. Wood, Chris // Money Marketing;5/16/2002, p42 

    Focuses on the problems of providers and financial advisers in Britain as of May 2002. Number of householders who get notification of the project performance of their endowment policies; Significance of the Financial Services and Markets Act; Group which is at risk of dissatisfaction and defection.

  • Losing money in the traded endowment market. Lawrence, Roger // Credit Control;1998, Vol. 19 Issue 8, p21 

    Presents advice for policyholders who want to sell their endowment policies in cases when the policies are losing money. Reasons why people want to dispose of policies; Procedure in the sale of an endowment policy.

  • Intrinsic makes £2.5m pre-tax loss. Macdonald, Sam // Money Marketing (Online Edition);7/27/2012, p3 

    The article reports on the of 2.5 million pounds pre-tax loss posted by Intrinsic Financial Services Ltd. for 2011 after making a one million pounds provision for expected complaint settlements. According to Intrinsic, the complaints are related to a number of endowment policies sold within Mint...

  • What about endowments?  // Finance Week;08/18/2000, p34 

    Focuses on the viability of investing in endowment policies in South Africa. Transformation of endowment products; Two categories of endowment products; Advantage over unit trusts; Popularity of endowments among wealthy investors and retired people; Disadvantages of endowment products.

  • CASE STUDY.  // Accountancy;Dec1996, Vol. 118 Issue 1240, p60 

    Reports on investment in the profits endowment assurance policies of BZW Endowment Fund.


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics