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Best Practice

Why in-specie life bond transfers are too often overlooked

Best Practice | 6 Sep 16

Why in-specie life bond transfers are too often overlooked

International portfolio bonds and in-specie transfers can be hugely beneficial to those who have worked abroad for multiple companies and have amassed a collection of international shareholdings, says Norrie Little, head of propositions for Hansard International.

Would-be pension savers squeezed by other financial demands

Best Practice | 5 Sep 16

Would-be pension savers squeezed by other financial demands

Fewer than a fifth (17%) of UK advisers think that clients who feel squeezed keeping up with bills and repayments would put any extra money towards their pension savings, research from Royal London has found.

Tips on how to engage with clients

Best Practice | 5 Sep 16

Tips on how to engage with clients

In the first in a series of three, Julie Littlechild, founder of Absolute Engagement, explores the importance of advisers and clients working together to enhance customer engagement.

Prudential launches online TV channel to support advisers

Best Practice | 5 Sep 16

Prudential launches online TV channel to support advisers

Prudential is expanding its support for advisers with the launch of Knowledge TV, offering continuing professional development (CPD) certified ‘box sets’, technical insights, and online demonstrations.

Major Sth African insurer targets international life markets

Africa | 5 Sep 16

Major Sth African insurer targets international life markets

Provisca, the international distribution business launched in August by Nigel Watson and Bryan Low, has signed its first partnership agreement, opening up the products of South Africa’s third largest listed insurer to international markets.

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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.