Best Practice
Best Practice | 31 Jul 17
Five Sipp facts not many people know
An estimated one million people have opted for self-invested personal pensions (Sipp) as they offer a wide choice and the freedom to invest almost anywhere. Hargreaves Lansdown have put together some of the lesser-known facts about the increasingly popular retirement vehicle.
South African regulator bans adviser exam cheats
South Africa’s Financial Services Board (FSB) has taken action against a large number of individuals who cheated or facilitated cheating on exams to become qualified financial planners.
Best Practice | 28 Jul 17
Bigger IHT haul signals a more aggressive HMRC
The IHT take has risen dramatically in the UK over the last two years leading insurer NFU Mutual to warn that HM Revenue & Customs may be getting more aggressive with estates, despite the introduction of a new nil rate residence band.
Best Practice | 28 Jul 17
Revised UK managers regime to expose ‘reckless’ IFA firms
The Financial Conduct Authority’s extension of its Senior Managers Regime to almost all regulated companies in the UK will help weed out “reckless and criminal firms”, financial adviser support firm SimplyBiz Group said.
Best Practice | 27 Jul 17
Life insurance sales growth an opportunity for advisers
Searches and applications for life insurance in the UK have risen over the past year, which contradicts conventional wisdom that in tougher economic and political times like these protection sales take a downturn and creates an opportunity for advisers.