Best Practice

Best Practice | 16 Mar 18

The disclosure scheme that allows US taxpayers hiding offshore accounts to come clean and face more lenient penalties will close in September 2018, the Internal Revenue Service (IRS) announced this week.

Asia | 16 Mar 18

In separate moves, Hong Kong’s Securities and Futures Commission (SFC) this month has gone after UBS, Deutsche Bank and brokerage firm CLSA for regulatory breaches.

Best Practice | 15 Mar 18

When markets fall, consumers who have transferred out of a defined benefit (DB) scheme and started accessing their pots could potentially face a crisis in their retirement, a director from advice firm Tuto Associates has argued.

Best Practice | 15 Mar 18

Phoenix Group’s acquisition of Standard Life’s insurance arm is “testament to the current re-shaping of the UK life insurance industry” and the “break-up of traditional models”, the group’s chairman said.

Best Practice | 15 Mar 18

Advisers and their clients will be able to digitally rebalance investments using a digital offering launched by Zurich International Life.