Best Practice
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.
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.
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.
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.
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.