Best Practice

Best Practice | 19 Aug 16

In the first of a new series of three independent reviews of international life products, Brian O’Neill, consultant at Isle of Man-based actuary and consultancy firm Boal & Co, puts the spotlight on RL360°’s regular savings product called Quantum.

Best Practice | 18 Aug 16

The BNP Paribas multi-asset team tactic, in the current febrile environment, is to tread carefully in its search for alpha and let the fallout from Brexit, modest global growth and doubts over monetary policy play out.

Best Practice | 17 Aug 16

Tax advisers and accountants in the UK who help clients avoid paying tax could face fines of 100% of the tax avoided, according to new proposals being considered by HM Revenue and Customs (HMRC).

Best Practice | 16 Aug 16

Nearly eight out of 10 (77%) UK advisers believe that product providers should contribute towards the cost of the Financial Services Compensation Scheme’s (FSCS) levy on intermediaries.

Best Practice | 15 Aug 16

In the latest instalment of a focus on business transition principles, Mike Leeson takes a look at the pivotal role investment planning plays in helping to build a sustainable, centralised process.