Best Practice
Best Practice | 15 Dec 17
Three categories added to personal portfolio bonds
Personal portfolio bonds (PPB) may become more attractive to investors as new regulations will allow additional property categories to be held within them.
Best Practice | 15 Dec 17
Top five chargeable queries of 2017
One of the most common topics prompting advisers to reach out to life companies for support was around chargeable events. With a myriad of changes in recent years, it is little wonder that the already complicated topic has many UK advisers scratching their heads. Canada Life has put together a list of the five most common chargeable event queries advisers asked in 2017.
How three firms in Asia have prevailed during hard times
Life insurers and advisers in Asia had to deal with regulatory overhaul, squeezed margins and shifting demographics, but while some have departed, partnerships and innovation have helped others stay ahead.
Best Practice | 14 Dec 17
Landmark FCA market abuse fine hits £70,000
An Aim-listed investment company has been fined by the Financial Conduct Authority for failing to disclose inside information, the first such ruling since market abuse regulations came into force in 2016.
Best Practice | 14 Dec 17
Expert planning in wake of UK Budget
Nearly a month on from the UK’s Autumn Budget, what have the experts uncovered for financial planners going forward into 2018?