Best Practice
Best Practice | 28 Jun 17
Retirement Planning – “Save Now, or Pay Later”
Long-term savings for retirement is a well-established aspect of financial planning – but it is frequently an uphill battle to encourage individuals to take control of their future.
Best Practice | 27 Jun 17
HMRC targets trusts used for tax planning with new register
HM Revenue & Customs has kickstarted a new beneficial ownership register targeting those who set up trusts to “generate tax consequences” in guidelines published on Tuesday.
Best Practice | 27 Jun 17
How to build a successful advice business
Building a successful advice business is not rocket science but it does require a clear vision, strategic objectives and the adoption of big data. Old Mutual Wealth’s head of international distribution development, Mike Leeson, offers a road map to success.
Best Practice | 21 Jun 17
Overseas pension transfers more complex under new FCA rules
Transfers to overseas pensions are likely to become even more complicated following proposals from the Financial Conduct Authority to overhaul pension transfer advice in the UK.
Best Practice | 21 Jun 17
FCA to overhaul pension transfer advice rules
Advice on pension transfers is to be provided as a personal recommendation and transfer value analysis replaced with a comparison to show the value of the benefits being given up under plans announced by the UK regulator on Wednesday.