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Employee engagement key to IFA people management

Employee engagement key to IFA people management...Lock icon

Business owners often say their people are the key asset in their company, but in the IFA world it's even more important, argues Mike Leeson, head of international distribution development, Old Mutual Wealth.

Published : 4, May 2017
Portugal a ‘dark horse’ for IFAs but avoid France

Portugal a ‘dark horse’ for IFAs but avoid France...Lock icon

Advisers looking to set up in Europe should avoid France and consider Portugal, a panel of industry experts said at International Adviser’s London event on Wednesday.

Published : 3, May 2017
Six key pension priorities for UK election manifestos

Six key pension priorities for UK election manifestos...Lock icon

Pension scams, DB schemes and retirement support should all feature in the party manifestos the UK political parties publish ahead of the snap election on 8 June, the Pensions and Lifetime Savings Association (PLSA) has said.

Published : 3, May 2017
CII qualifications ‘no use’ in international financial planning

CII qualifications ‘no use’ in international financial...Lock icon

International qualifications from the Chartered Insurance Institute (CII) are “no use to anyone” providing financial planning in overseas jurisdictions, according to Sarah Lord, one of the most highly qualified female financial planners in the UK.

Published : 3, May 2017
China’s HNA Capital takes top stake in Deutsche Bank

China’s HNA Capital takes top stake in Deutsche...Lock icon

Chinese financial services group HNA has become the biggest shareholder in Deutsche Bank after increasing its stake to just under 10%, overtaking the Qatar royal family and BlackRock.

Published : 3, May 2017
Aberdeen and Standard Life merger: An insider's view

Aberdeen and Standard Life merger: An insider's...Lock icon

Campbell Fleming, global head of distribution at Aberdeen Asset Management, talks mergers, scale, fees and the future of the combined Aberdeen/Standard Life business.

Published : 3, May 2017
PEOPLE MOVES: Aberdeen, Old Mutual, Pictet

PEOPLE MOVES: Aberdeen, Old Mutual, PictetLock icon

Aberdeen Asset Management has appointed a chief operating officer for Asia Pacific, while Old Mutual Wealth has named a chief financial officer, tasked with driving forward the company’s planned demerger. Pictet Asset Management has a new head of UK intermediaries.

Published : 2, May 2017
MiFid II charge disclosure a 'show stopper' for European IFAs

MiFid II charge disclosure a 'show stopper' for...Lock icon

Advisers across Europe underestimate how big an impact MiFid II will have on their businesses when they are required to report charges to clients from 3 January 2018, said OpesFidelio members at its annual conference in Prague.

Published : 2, May 2017
DeVere to keep ‘presence’ in countries where it now operates

DeVere to keep ‘presence’ in countries where it...Lock icon

Nigel Green, the chief executive and founder of deVere, has underscored his firm’s commitment to maintain a presence in each country where it currently operates, including the US, as speculation grows over where changes expected under a strategic review now underway are likely to be made.

Published : 2, May 2017
Five tips to consider when using an overseas pension

Five tips to consider when using an overseas pension...Lock icon

Given the recent dramatic changes to rules governing overseas pension transfers, Martin Hall, the director of Isle of Man-based pension provider Optimus, gives his tips on what to consider when using an international pension scheme.

Published : 28, Apr 2017
How to get 7% returns using Schroders’ maximiser range

How to get 7% returns using Schroders’ maximiser...Lock icon

Amar Patel, a fund manager at Schroders, talks about the importance of value investing and how it can be used in retirement planning.

Published : 28, Apr 2017
Uncertainty reigns as non-dom changes dropped at ‘11th hour’

Uncertainty reigns as non-dom changes dropped...Lock icon

UK taxpayers will now face a period of uncertainty after new non-domicile rules and inheritance tax changes to UK residential properties were dropped from the Finance Bill at the last minute, according to industry experts.

Published : 27, Apr 2017
UAE to push ahead with major life industry overhaul

UAE to push ahead with major life industry overhaul...Lock icon

The main regulator of life companies in the UAE has confirmed it will go ahead with a ban on indemnity commissions, limits to fees and charges on industry products and tighter rules on financial advisers.

Published : 27, Apr 2017
Top challenges facing advisers in the UAE

Top challenges facing advisers in the UAELock icon

Advisers working in the Middle East can no longer afford to be a “one-trick pony”, says Phil Story, SEO and head of distribution for EMEA at Investors Trust Assurance, as he urges them to focus on “holistic financial planning” to boost their income stream.

Published : 27, Apr 2017
Qrops ‘fire sale’ averted as reforms survive Finance Bill cull

Qrops ‘fire sale’ averted as reforms survive Finance...Lock icon

Reforms overhauling overseas pension transfers may have survived the UK government’s wide-ranging cull of the Finance Bill in a bid to avoid a “fire sale” of Qrops, according to Rachael Griffin, financial planning expert at Old Mutual Wealth.

Published : 26, Apr 2017
Newcastle and West Ham raided in HMRC tax fraud probe

Newcastle and West Ham raided in HMRC tax fraud...Lock icon

HM Revenue & Customs has raided football clubs Newcastle and West Ham and locations in France following investigations into tax fraud.

Published : 26, Apr 2017
UK election puts £1,500 pension advice allowance on hold

UK election puts £1,500 pension advice allowance...Lock icon

The UK has pushed back the introduction of the pension advice allowance as the government announces further delays to key tax changes ahead of the snap election on 8 June.

Published : 26, Apr 2017
Zurich on how to become a millionaire by 65

Zurich on how to become a millionaire by 65Lock icon

Starting early with pension saving and using the benefits of compound interest is one of the best ways to ensure you become a millionaire by 65, says Amrita Sethi, head of marketing at Zurich International Life.

Published : 26, Apr 2017
UK delays non-dom and IHT reforms in shock election move

UK delays non-dom and IHT reforms in shock election...Lock icon

The UK government has delayed the introduction of long-awaited changes to the rules governing non-UK domiciles, which were set to go live earlier this month.

Published : 25, Apr 2017
Five UK tax changes postponed by the snap election

Five UK tax changes postponed by the snap election...Lock icon

UK chancellor Philip Hammond has put on hold some significant changes relating to IHT, deemed domicile rules, and life insurance policies due to the snap election in June, that will impact the international advice market.

Published : 25, Apr 2017

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