Best Practice

Best Practice | 21 Mar 17

The Finance Bill failed to shed more light on how HM Revenue & Customs plans to recalculate the gain on partial surrenders when policyholders withdraw money from their life insurance policies the wrong way, says Rachael Griffin, financial planning expert at Old Mutual Wealth.

Best Practice | 21 Mar 17

Gibraltar must put in place a system for regulating personal pensions in just over two weeks to enable the jurisdiction’s Qrops to retain their status and continue to operate in the market.

Best Practice | 20 Mar 17

Women accounted for 43% of award winners at the Chartered Institute for Securities and Investment’s (Cisi) annual award ceremony with winners representing more countries than ever before.

Best Practice | 16 Mar 17

David Denton, Head of International Technical Sales at Old Mutual Wealth talks international markets, offshore bonds and the enduring need for financial planning.

Best Practice | 16 Mar 17

One in eight bankers say it is difficult to progress in their careers without ‘flexible ethical standards’ and sometimes feel it is necessary to ‘bend the rules’, a review by the UK’s Banking Standards Board (BSB) has found.