An essential monthly compilation of the very latest facts and statistics for anyone advising on investments, mortgages, protection, taxation and pensions
Clients expect you to be knowledgeable about a broad range of financial issues, often expecting you to have the immediate answers to tricky technical questions, such as...
How much will I have paid off my repayment mortgage after 10 years?
What is the cost of £100,000 of 15 year level term assurance for a 40-year-old man?
What are the pension fund withdrawal GAD table rates?
How much did school fees increase by last year?
Professional Adviser's Factfile is designed to give you the right answers to the toughest client questions.
Arranged in six sections covering investment, homes, protection, pensions, taxation and general finance, a section update is issued every month, so you will get two updates of each section per year.
What's more, each initial 12 month subscription to Professional Adviser's Factfile includes a sleek deluxe leather effect binder.
To see a selection of pages from Professional Adviser's Factfile - simply click on view sample.
6 great reasons to subscribe to Professional Adviser's Factfile...
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300 loose leaf pages - with clear, up-to-date information for busy advisers
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A streamlined, handy and professional data source - ideal for office use or on the move
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Content developed in response to typical questions asked of real advisers
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Reliable material collected from hundreds of reputable sources and regularly updated by our team of experienced finance professionals
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Boost your sales and build trust with clients - have essential data at hand to back up your recommendations
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Get a clear understanding of the important personal finance issues - from each month's fully updated information on the very latest planning concerns
Professional Adviser's Factfile provides the very latest comprehensive information if you are advising on:
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Comparative investment performance
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Mortgage interest rates
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Offset mortgage calculations
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Protection policy premium rates
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Long-term-care fees
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Pensions annuity rates
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Contribution levels and forecasts
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Income drawdown
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Principle tax rates
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Tax-efficient investment
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Child trust fund and junior ISAs
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Intestacy and estate planning
Ensure you always have the right answer - no matter what your client asks -
order your subscription today.
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