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Sales hit possible for IoM life cos when fee disclosure starts

Sales hit possible for IoM life cos when fee disclosure...Lock icon

Isle of Man life companies are already planning for a possible sales dip as major changes for IFAs are expected when worldwide commission disclosure is introduced in January 2019, a top industry player has warned.

Published : 14, Sep 2017
Conflict of views on offshore bond IHT rules vexes adviser

Conflict of views on offshore bond IHT rules vexes...

Two international life companies gave conflicting views on the tax treatment of offshore bonds to chartered financial planner Patrick Murphy, of Zen Wealth, in his quest to offer fee-based advice for his UK domiciled clients who have been tax resident in Spain for 10 years.

Zurich International unveils target date fund range

Zurich International unveils target date fund...

Pension provider Zurich International has introduced a range of dollar-denominated target date funds (TDFs) aimed at gradually reducing the risk investors are exposed to as they approach retirement.

OMI unveils offshore bond for Middle East and Africa

OMI unveils offshore bond for Middle East and...

Life insurer Old Mutual International (OMI) has launched an offshore bond for advisers in the Middle East and Africa as part of a revamp of its global offshore bond range.

Published : 24, Jul 2017
Offshore bond top-slicing - the devil is in the detail

Offshore bond top-slicing - the devil is in the...Lock icon

Advisers and clients could be caught unaware by a little-known change to offshore bond top-slicing, warns Rachael Griffin, financial planning expert at Old Mutual Wealth.

OMI to offer DFM-run offshore bond for UK expats in Middle East

OMI to offer DFM-run offshore bond for UK expats...Lock icon

Life insurer Old Mutual International has launched an offshore bond aimed at British expats in the Middle East and Africa which can help them return to the UK without incurring the "deemed gain" tax charge on their overseas investments.

Published : 11, Jul 2017
Standard Life adds offshore bond to Elevate platform

Standard Life adds offshore bond to Elevate platform...

Standard Life has announced that its offshore bond will now be available on the UK insurer’s adviser platform business Elevate.

Published : 5, Jul 2017
Utmost adds two offshore bonds with Axa Life acquisition

Utmost adds two offshore bonds with Axa Life acquisition...

Utmost Wealth Solutions has added two Dublin-based offshore bonds to its range following the completion of its acquisition of the investment bond business of Axa Life Europe.

Published : 3, Jul 2017
Old Mutual unveils offshore bond for UK market

Old Mutual unveils offshore bond for UK market...

Life insurer Old Mutual International has launched a new offshore bond in the UK aimed at savers caught out by cuts to the pension allowances.

Published : 26, Jun 2017
Generali PanEurope cuts commission on ‘loss making’ product

Generali PanEurope cuts commission on ‘loss making’...Lock icon

Dublin-based Generali PanEurope has announced plans to cut the upfront commission by a third on its Vision regular savings plans which have terms of less than 10-years.

Published : 5, May 2017
HMRC sets two year window to appeal offshore bond withdrawals

HMRC sets two year window to appeal offshore bond...Lock icon

The UK tax office has given policyholders two years to appeal ‘unfair’ or disproportionate tax bills resulting from ‘mistaken’ withdrawals from life policies.

Ailo publishes guide to moving overseas from UK

Ailo publishes guide to moving overseas from UK...

The Association of International Life Offices (Ailo) has published a 'Guide to Moving Abroad', designed to assist advisers with clients planning to leave the UK to work or retire.

Published : 1, Mar 2017
Standard Life sees 20% rise in offshore bond business

Standard Life sees 20% rise in offshore bond business...Lock icon

Standard Life has reported a 20% increase in offshore bond assets under administration (AUA) as the insurer looks to strengthen its foothold in India.

Published : 24, Feb 2017
Hansard's alliance with UAE insurer Union goes live

Hansard's alliance with UAE insurer Union goes...Lock icon

Hansard International launched its new strategic alliance with UAE-based Union Insurance Co on Thursday, which includes the provision of two new savings and investment products under the brand name ‘Infinity’.

Published : 9, Feb 2017
Why life insurance wrappers still benefit expats in the UAE

Why life insurance wrappers still benefit expats...Lock icon

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.

Hansard to add UAE products under Union Insurance deal

Hansard to add UAE products under Union Insurance...

Hansard International plans to launch two new products in Dubai as part of its recently announced alliance with the UAE-based general insurer, Union Insurance.

Published : 25, Jan 2017
HMRC, the Lobler case and 5% offshore bonds

HMRC, the Lobler case and 5% offshore bondsLock icon

Looking back on 2016, one of the biggest stories of the year was the HM Revenue & Customs proposals to overhaul part surrender and part assignment of life insurance policies in response to the 2007 case of Dutch national Joost Lobler.

Published : 29, Dec 2016
Canada Life to offer estate planning feature in onshore bond

Canada Life to offer estate planning feature in...

Canada Life has enhanced its well-known onshore bond, the Select Account, with the addition of a discounted gift trust (DGT) feature.

Published : 6, Dec 2016
Gulf IFAs face ‘year of reckoning’ as clients turn away

Gulf IFAs face ‘year of reckoning’ as clients...Lock icon

Financial advisers in the Middle East are finding clients increasingly reluctant to use their services, partly due to growing geopolitical uncertainty but also because of regulatory changes and poor value-for-money products from asset managers and life companies.

Published : 29, Nov 2016
OMI launches ‘better products’ drive for international advisers

OMI launches ‘better products’ drive for international...

Old Mutual International (OMI) has launched a new initiative to provide international advisers and clients with access to structured products which must meet set criteria on transparency, simplicity and value, the Anglo-South African insurer said in a statement.

Published : 24, Nov 2016

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FCA bans adviser spouses for 'calculated' deception
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'Outdated' EU directive will swamp advisers warns expert
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International financial adviser Mazars has warned the...

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