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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.
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.
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.
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.
Campbell Fleming, global head of distribution at Aberdeen Asset Management, talks mergers, scale, fees and the future of the combined Aberdeen/Standard Life business.
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.
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.
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.
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.
Amar Patel, a fund manager at Schroders, talks about the importance of value investing and how it can be used in retirement planning.
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.
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.
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.
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.
HM Revenue & Customs has raided football clubs Newcastle and West Ham and locations in France following investigations into tax fraud.
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.
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.
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.
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.
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The Isle of Man insurance regulator, the Financial Services Authority (FSA), is soon...
David Denton, Head of International Technical Sales at Old Mutual Wealth talks international...
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International advisory firm deVere Group has closed...
International advisory firm deVere Group has unveiled...
Dubai-headquartered Globaleye has appointed a new head...
Spain’s Supreme Court has upheld a 21-month jail term...
Abu Dhabi has created a new register of wills for non-Muslim...