Profiles & Comment | 10 Apr 14
what is the future for qrops advice
James Caldwell, of the UK advisory firm Aisa Professional, and Christopher Lean of Opes-Fidelio, Aisa’s global network arm, look at what the Budget changes will mean for QROPS.
want to be a sales commando
Self styled sales guru and former Royal Marine Doug Tucker has written a book aimed at the advisory market, giving tips and advice on how to generate the highest possible number of sales.
Fixed Income | 10 Apr 14
ucits bond sales soared in february
EFAMA's February sales statistics reflected fresh interest in bond funds against expectations for continued, yet subdued, inflation and low interest rates remaining.
Retirement | 9 Apr 14
uk ifas may face qrops advice confusion
As advisers and the UK pension industry attempt to make sense of the ramifications of the major changes to the UK’s pension rules that were outlined in Chancellor George Osborne’s Budget speech last month, an additional complication appears to be creeping into the debate.
luxembourg life companies quietly flourish
Since the global financial crisis in 2008, a handful of life companies in Luxembourg have seen their businesses flourish, as high- and ultra-high-net worth individuals in certain European markets have turned to a type of single premium bond marketed by these insurers as a safe and tax-efficient place to park their wealth.