Best Practice | 5 Jul 17
Eight tips to consider before advising millennials
Today’s millennials are tomorrow’s clients, says Craig Featherby, chief executive of South African advisory firm Carrick Wealth. Their different attitudes to things like money mean millennials use language differently to talk about it. In order to advise them, we need to understand how they communicate, he adds.
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.
Retirement | 4 Jul 17
Standard Life wins case over pension transfer values
The UK’s Pensions Ombudsman has ruled in favour of trustees of the Standard Life Staff Pension Scheme, after a staff member claimed he had lost out on a proposed transfer.
Expat demand for buy-to-let soaring despite UK tax changes
The numbers of British expats looking to invest in a buy-to-let property in the UK is booming despite the government’s changes to mortgage relief, Guernsey-headquartered Skipton International has said.
Best Practice | 29 Jun 17
Regulation set to ‘transform’ int’l advice, says Old Mutual
Shifting client expectations and regulatory change is set to transform the overseas financial advice market, according to the latest research by Old Mutual International.