Best Practice

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.

Best Practice | 1 Feb 17

A digital wealth comparison site providing a rundown of the UK and international automated financial services market, believed to a be a first, has been launched by a specialist consultancy firm.

Best Practice | 1 Feb 17

The benefits of life insurance wrappers still outweigh direct investment in funds for expatriate customers in the UAE despite the significant regulatory change underway, says Philip Cernik of Friends Provident International.

Best Practice | 31 Jan 17

The approaching tax year-end applies equally to those born in the UK and to foreign expats living there. This year, expats may have even more to consider given the new non-dom rules coming into force from 6 April 2017, warns Old Mutual Wealth’s financial planning expert, Rachael Griffin.

Best Practice | 30 Jan 17

In spite of warnings from government and the pensions industry, 7% of UK adults said they had released some or all of their pension savings as cash after being cold contacted, research from Phoenix Group has found.