Best Practice
Best Practice | 15 Feb 17
Provisca brings UK standards to int’l pension transfers
International product distribution company Provisca has signed a partnership agreement to market and distribute The QROPS Bureau’s independent technical support, due diligence and compliance support service to advisers outside the UK.
Best Practice | 10 Feb 17
Course on insurance adviser behaviour launched Down Under
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 next phase for part surrenders of offshore life bonds
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
PFS targets advisers of tomorrow with development programme
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
Four strategies to reject hidden fees and commissions
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).