Founder of giant EU adviser training body ‘undimmed’ by Brexit

The founder of the European Financial Planners Association, Josep Soler-Alberti, explains to International Adviser about his mission to educate.

Best Practice | 5 Apr 18

FCA steers away from pre-RDR trail commission ban

The Financial Conduct Authority (FCA) has “no immediate plans” to ban trail commission on legacy investment products, it has announced in a policy statement that looks to shake-up the asset management industry.

Best Practice | 5 Apr 18

Sinister twist for expat finances

The portability of an expat’s financial affairs afforded by the digital revolution for the growing number of those living and working away from their domiciled residence comes with a sinister twist, says Nick Eatock, executive chairman of back office software provider Intelliflo.

Best Practice | 5 Apr 18

Expat retirement planning – probably the most valuable advice you can give

Advising expat clients on pensions can be complex – David Denton – Head of International Technical Sales at Old Mutual Wealth highlights some areas where advisers can make a real difference.

Best Practice | 4 Apr 18

End of tax year – one day left!

Investors and savers have just one day left to take advantage of the current tax exemptions and benefits before new rules come into force in the UK on 6 April.

Best Practice