Best Practice
Best Practice | 22 Aug 17
Five common myths about life insurance
Having a good life insurance policy is an important component of long-term financial planning and the best financial protection clients can offer their loved ones. But a reluctance to talk mortality and pervasive myths mean that some people still are not covered, says Globaleye’s Tony Ashton.
Best Practice | 21 Aug 17
UK to limit right to transfer pensions but will include Qrops
As part of its crackdown on pension scams, HM Treasury has confirmed that it will limit the statutory right to transfer but will extend the proposed criteria to include qualifying recognised overseas pension schemes (Qrops).
Best Practice | 18 Aug 17
CISI teams up with university to offer pre-graduation exams
The Chartered Institute for Securities & Investment (Cisi) and Birmingham City University (BCU) have forged a partnership to give young graduates the opportunity to sit professional qualifications in financial services before finishing their degrees.
Best Practice | 15 Aug 17
How to make the most of unused inheritance tax allowance
The UK tax office has recently updated its rules for transferring any unused portion of basic and additional IHT thresholds when the first person in a marriage or civil partnership dies.
Best Practice | 15 Aug 17
Demand for CII pension transfer qualification soars
More than 500 people signed up to the Chartered Insurance Institute’s (CII) pension transfers qualification in the first week of its launch on the back of the Financial Conduct Authority (FCA) tightening advice requirements for the transfer of safeguarded benefits.