Best Practice
Best Practice | 23 Jan 17
Using Qnups in retirement wealth planning
In this first instalment of a two-part series on Qnups in wealth planning, director of Isle of Man-based pension provider Optimus, Martin Hall says the retirement solutions are great for those restricted by the dwindling lifetime allowance cap.
Best Practice | 18 Jan 17
IoM issues pension transfer warning after rise in UK scams
The Isle of Man Financial Services Authority (IoMFSA) has advised residents to tread carefully when making decisions about transferring or investing their pensions, following a rise in scams in the UK.
Best Practice | 17 Jan 17
What it takes to run a successful adviser firm in South Africa
Ascor Independent Wealth Managers, voted best adviser firm in South Africa for International Adviser’s 2016 Best Practice Adviser Awards, started small in 2005.
Best Practice | 16 Jan 17
SJP faces backlash for escaping 1% exit charge on pensions
St James’s Place, one of Britain’s biggest wealth managers, has come under fire over claims it will not be caught by an incoming cap on exit charges.
Best Practice | 13 Jan 17
Retail investment and robo-advice top SEC’s 2017 priorities
The US Securities and Exchange Commission has put retail investor protection and robo-advice at the centre of its examinations programme for 2017.