The Financial Services Authority (FSA) has warned consumers that investments advice must take account of the level of risk they feel comfortable with in their portfolios. Investment advisers must ensure that they assess and then factor in the client’s attitude to risk, when offering investment advice.
Posts Tagged ‘Investment Portfolio’
Investments advice must match risk level, says FSA
Saturday, May 7th, 2011Investment advice can protect and guarantee your investment
Wednesday, November 24th, 2010
Almost 90% of UK investors are working to stabilise or reduce the risk level of their investments, the Association of Investment Management has said this week. Good investment advice can help them access the new generation of guaranteed investments now available, which allow a stock markets investment at no risk to your capital – you are guaranteed to get back at least what you put in.
Ethical Investments on a small scale with zero carbon shopping
Monday, February 15th, 2010
Ethical investments are no longer limited to investment funds! With the opening of the word’s first zero carbon supermarket in Cambridgeshire, we can cast an ethical vote with our cash every day.
Barclays investment funds: risk level altered without notifying clients
Monday, February 8th, 2010
Barclays has revealed that it did not advise its clients of changes to the risk profile of some of its investment funds, following a review of its funds products during 2007. The news has emphasised the need for funds investors to constantly and regularly review their funds investments, with the help of an independent financial adviser.
PPI insurance claimants suffer due to vague policy terms
Tuesday, November 3rd, 2009The Association of British Insurers (ABI) has this week urged insurance customers to ensure that they fully understand the terms and conditions of their insurance policies, when insuring themselves against sickness and unemployment. The comments followed a case where an insurer turned down a payment protection insurance (PPI) claim, quoting a clause blocking claims where the insured ‘became [...]
Investors lose thousands by not reviewing investment portfolios
Monday, November 2nd, 2009Investors who fail to regularly review their funds investments are losing thousands by leaving cash invested in underperforming funds, a new report has revealed. The amount of cash in badly-performing so-called ‘dog’ funds has almost doubled in the past year, from £7.2bn on 31 December 2008 to £14.22bn at the end of September 2009. The [...]
Health insurance: Top 5 points to ponder
Friday, July 31st, 2009If you are aged between 20 and 65, health insurance could well be one of the best investments you ever make, for yourself and your family – and you are more likely to need this cover in those years than life insurance.
Mortgage protection insurance – The pro’s and con’s
Tuesday, June 23rd, 2009Mortgage Payment Protection Insurance (MPPI) is designed to protect your mortgage repayments, and therefore your home, in the event that you lose your job, or cannot work for another reason. MPPI policies are subject to a considerable number of conditions and restrictions, which make it prudent to consult a financial adviser when considering this form [...]
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