Industry

Africa | 10 Nov 17

Investec has added life insurance to its banking and investment services offering in South Africa.

Asia | 10 Nov 17

Singapore’s life insurers have reported a strong 2017 sales with three-quarters of Singaporeans now covered.

Companies | 9 Nov 17

Coram Asset Management taken on a new name, MitonOptimal (UK), and announced the launch of a model portfolio service following its acquisition of Minerva Fund Managers earlier this year.

Best Practice | 9 Nov 17

Seven Investment Management’s Justin Urquhart-Stewart is on a personal crusade to promote financial literacy.

He sees parallels between financial professionals use of jargon and the perception in schools that maths is hard. He argues they fuel an unjustified mystique around aspects of financial planning, which is driving clients away.

Here are his four bugbears:

Europe | 9 Nov 17

Should a European policyholder (assuming that they are also the life insured) become UK tax resident, the question arises of how foreign insurance bonds are taxed in the UK writes Mara Monte, associate in Withers’ Private Client and Tax team.