Best Practice

Best Practice | 10 Feb 17

A training course designed to improve consumer confidence and build professional competence in the broking profession has been launched in Australia and New Zealand.

Best Practice | 8 Feb 17

The use of partial surrenders of offshore bonds can still make for a good tax-planning strategy, says Utmost’s Simon Martin, ahead of a restitution process set to be introduced by HM Revenue and Customs (HMRC) later this year.

Best Practice | 8 Feb 17

The Personal Finance Society (PFS) has launched a financial adviser development programme that offers support to the employers of aspiring financial advisers across the UK.

Best Practice | 7 Feb 17

We are very conscious that expats are often unfamiliar with the Singapore environment and that they are not protected by the same regulation that they are familiar with in the UK, says David Pugh, director of The Fry Group (Singapore).

Best Practice | 6 Feb 17

Five UK discretionary fund management (DFM) firms have formed the DFM Alliance, a partnership offering financial advisers a platform to improve client outcomes through information, education and collaboration.