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UK advice body touts gov’t financial health check vouchers

UK advice body touts gov’t financial health check...

Every working adult in the UK should be offered a voucher for a financial health check session with a professional financial adviser, the Personal Finance Society (PFS) has recommended.

Published : 22, Feb 2017
Life is tougher for advisers as regulations bite

Life is tougher for advisers as regulations bite...

Financial advisers in the UK, Australia, Hong Kong, Canada and the US have reported that working in the industry is getting harder mainly due to regulatory changes, and they expect to see a shake-out in the next three to five years, according to a survey by Vanguard.

Published : 21, Feb 2017
UK university drops financial planning course

UK university drops financial planning course

The University of South Wales has been forced to close its Level 4 accredited financial planning course due to a lack of demand.

Published : 16, Feb 2017
Opportunities for new advice models

Opportunities for new advice models

The international markets are being impacted by considerable change. Providers and advisers alike are facing a new wave of challenges, from regulation to a more informed, demanding and mobile consumer.

Published : 16, Feb 2017
Mixed responses to UK pension scam consultation

Mixed responses to UK pension scam consultation...

The UK government's consultation on tackling pension scams received mixed responses, as it acknowledged that the pension freedoms may have contributed to the rise in scams.

Published : 16, Feb 2017
How strong ethics can help overcome distrust

How strong ethics can help overcome distrust

With perception often speaking louder than truth, Simon Webley, research director for the Institute of Business Ethics, believes preservation of trust within a business, externally and internally, must be a top priority for management.

Published : 16, Feb 2017
Provisca brings UK standards to int’l pension transfers

Provisca brings UK standards to int’l pension...

International product distribution company Provisca has signed a partnership agreement to market and distribute The QROPS Bureau’s independent technical support, due diligence and compliance support service to advisers outside the UK.

Published : 15, Feb 2017
Course on insurance adviser behaviour launched Down Under

Course on insurance adviser behaviour launched...

A training course designed to improve consumer confidence and build professional competence in the broking profession has been launched in Australia and New Zealand.

Published : 10, Feb 2017
The next phase for part surrenders of offshore life bonds

The next phase for part surrenders of offshore...

The use of partial surrenders of offshore bonds can still make for a good tax-planning strategy, says Utmost’s Simon Martin, ahead of a restitution process set to be introduced by HM Revenue and Customs (HMRC) later this year.

Published : 8, Feb 2017
PFS targets advisers of tomorrow with development programme

PFS targets advisers of tomorrow with development...

The Personal Finance Society (PFS) has launched a financial adviser development programme that offers support to the employers of aspiring financial advisers across the UK.

Published : 8, Feb 2017
Four strategies to reject hidden fees and commissions

Four strategies to reject hidden fees and commissions...

We are very conscious that expats are often unfamiliar with the Singapore environment and that they are not protected by the same regulation that they are familiar with in the UK, says David Pugh, director of The Fry Group (Singapore).

Published : 7, Feb 2017
Five DFMs band together to launch industry partnership

Five DFMs band together to launch industry partnership...

Five UK discretionary fund management (DFM) firms have formed the DFM Alliance, a partnership offering financial advisers a platform to improve client outcomes through information, education and collaboration.

Published : 6, Feb 2017
Malta ups number of adviser qualifications in new deal

Malta ups number of adviser qualifications in...

Malta is upping the number of adviser qualifications it offers as part of a new deal that strengthens ties between the Chartered Institute for Securities & Investment (Cisi) and the island's Institute of Financial Services.

Published : 6, Feb 2017
Employment prospects on the rise in UK financial advice

Employment prospects on the rise in UK financial...

More than three quarters of financial advice firms in the UK are considering taking on additional staff in the next few years, according to a Personal Finance Society (PFS) survey.

Published : 3, Feb 2017
Financial Adviser School achieves LIBF recognition

Financial Adviser School achieves LIBF recognition...

The Financial Adviser School (FAS), the UK-based training academy owned by Old Mutual Wealth's (OMW) Intrinsic network, has secured recognition from The London Institute of Banking and Finance.

Published : 2, Feb 2017
Placing Best Practice at the heart of your business in 2017

Placing Best Practice at the heart of your business...

As another fascinating year for the financial services industry starts to unfold, we are delighted to announce the details of International Adviser’s Best Practice Adviser Awards 2017 in partnership with Old Mutual International, recognising financial advisers that are, or have made, the exciting leap towards best practice when advising expat/international clients.

Published : 2, Feb 2017
Zurich partners with pension advice service for scam helpline

Zurich partners with pension advice service for...

Zurich UK Life has teamed up with The Pensions Advisory Service (TPAS) to pilot a pension scam helpline, offering impartial guidance to customers looking to transfer their savings into schemes that the life insurer has identified as suspicious.

Published : 1, Feb 2017
First robo-advice comparison site launched in UK

First robo-advice comparison site launched in...

A digital wealth comparison site providing a rundown of the UK and international automated financial services market, believed to a be a first, has been launched by a specialist consultancy firm.

Published : 1, Feb 2017
Why life insurance wrappers still benefit expats in the UAE

Why life insurance wrappers still benefit expats...

The benefits of life insurance wrappers still outweigh direct investment in funds for expatriate customers in the UAE despite the significant regulatory change underway, says Philip Cernik of Friends Provident International.

Six year-end tax issues for non-doms in the UK

Six year-end tax issues for non-doms in the UK...

The approaching tax year-end applies equally to those born in the UK and to foreign expats living there. This year, expats may have even more to consider given the new non-dom rules coming into force from 6 April 2017, warns Old Mutual Wealth’s financial planning expert, Rachael Griffin.

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British widow in France refunded over pension advice
British widow in France...

A British widow has been refunded for poor advice she...

UK plans to reform DB schemes trigger alarm bells
UK plans to reform DB...

The UK government has suggested softening the rules...

Ombudsman orders deVere UK to compensate client
Ombudsman orders deVere...

The UK's financial ombudsman has upheld a complaint...

UK Budget could see further cuts to lifetime allowance
UK Budget could see further...

The UK's lifetime allowance (LTA) for pension savers...

Praemium sacks chief executive Michael Ohanessian
Praemium sacks chief...

Australia-headquartered platform provider Praemium...

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