Best Practice

Best Practice | 6 Feb 17

Malta is upping the number of adviser qualifications it offers as part of a new deal that strengthens ties between the Chartered Institute for Securities & Investment (Cisi) and the island’s Institute of Financial Services.

Best Practice | 3 Feb 17

More than three quarters of financial advice firms in the UK are considering taking on additional staff in the next few years, according to a Personal Finance Society (PFS) survey.

Best Practice | 2 Feb 17

The Financial Adviser School (FAS), the UK-based training academy owned by Old Mutual Wealth’s (OMW) Intrinsic network, has secured recognition from The London Institute of Banking and Finance.

Best Practice | 2 Feb 17

As another fascinating year for the financial services industry starts to unfold, we are delighted to announce the details of International Adviser’s Best Practice Adviser Awards 2017 in partnership with Old Mutual International, recognising financial advisers that are, or have made, the exciting leap towards best practice when advising expat/international clients.

Best Practice | 1 Feb 17

Zurich UK Life has teamed up with The Pensions Advisory Service (TPAS) to pilot a pension scam helpline, offering impartial guidance to customers looking to transfer their savings into schemes that the life insurer has identified as suspicious.