Best Practice
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.
Best Practice | 10 Aug 17
A quarter of Brits want a return to commission
Half of UK clients would prefer to pay a fixed rate for a standard piece of advice work, such as setting up a pension, but almost a quarter want the return of traditional commission.
Around half of global candidates pass CFA June exam
The number of mainland Chinese candidates sitting the Chartered Financial Analyst (CFA) exams once again exceeded those in the US, with 152,000 people sitting the exams globally.
Best Practice | 8 Aug 17
Striving for diversity and equality in financial services
“You can’t be what you can’t see” is the opening gambit for Jocelyn Wright’s campaign to bring more women and ethnic minorities into the financial planning sector.
Best Practice | 7 Aug 17
Int’l implications of the UK’s residence nil rate band
The new Residence Nil Rate Band (RNRB) could have some complicated domicile-related ‘international’ aspects to consider, explains Graeme Robb, technical manager for the Prudential.