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Best Practice

Industry divided on UK plans to relax pension transfer rules

Best Practice | 4 Oct 16

Industry divided on UK plans to relax pension transfer rules

The UK government’s plans to potentially scrap the current ‘advice safeguard’ on some overseas pension transfers has met with a mixed response from the financial services industry, with some experts welcoming the move while others believe it will put consumers at risk of being targeted by fraudsters.

International Adviser Best Practice Adviser Awards 2016 results – Hong Kong

Best Practice | 4 Oct 16

International Adviser Best Practice Adviser Awards 2016 results – Hong Kong

The winners in International Adviser’s inaugural Best Practice Adviser Awards 2016 for the Hong Kong region were announced on Tuesday at the Island Shrangri-La Hotel.

Mercer Jelf’s Grant Hughes on being the ultimate talent spotter

Best Practice | 4 Oct 16

Mercer Jelf’s Grant Hughes on being the ultimate talent spotter

Corporate financial advice veteran Grant Hughes
talks about launching Mercer Jelf Financial Planning,
the importance of professional development and
how the industry must do more attract the next generation of adviser.

UK mulls scrapping advice rule for overseas pension transfers

Best Practice | 3 Oct 16

UK mulls scrapping advice rule for overseas pension transfers

The UK’s Department for Work and Pensions (DWP) is considering whether to scrap the ‘advice safeguard’ for expats, which requires individuals to consult an FCA-regulated adviser before they can transfer their defined benefit (DB) pension savings into an overseas pension scheme.

UAE investor expectations rise despite market volatility

Best Practice | 30 Sep 16

UAE investor expectations rise despite market volatility

Investors based in the UAE are expecting average investment returns of 7.3% in 2016, up sharply from the 3.5% received in 2015, according to a new survey by Old Mutual International and Quilter Cheviot.

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.