Best Practice

Africa | 1 Nov 19

Take technology on the journey but keep it out of the driver’s seat

Best Practice | 31 Oct 19

Which currencies your clients’ portfolios are exposed to can have a significant impact on their investment returns. In this article, business expert, Karen Blatchford, considers why the impact of currency on the performance of a global portfolio over the long term should form an integral part of any initial investment decision.

Best Practice | 31 Oct 19

It could leave some struggling to afford to take the tax-free pension commencement lump sum

Best Practice | 29 Oct 19

In this article David Denton, Head of International Technical Sales at Quilter, considers the past and future of pensions and the important need to understand one’s options. Human nature is that we want what we can’t have, and this manifests itself in all walks of life. Making difficult or complex decisions in a timely manner […]

Best Practice | 23 Oct 19

Trophies handed out at International Adviser’s Fund Links Forum on 17 October