Best Practice

Best Practice | 7 Sep 16

As Old Mutual International’s head of region for Europe, David Matthews is well placed to offer insights on how the markets there are evolving in response to regulation and the impact on financial advisers.

Best Practice | 6 Sep 16

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.

Best Practice | 5 Sep 16

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.

Best Practice | 5 Sep 16

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.

Best Practice | 5 Sep 16

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.