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Industry

Defined benefits solvency concerns driving clients into Sipps

Best Practice | 18 Jul 17

Defined benefits solvency concerns driving clients into Sipps

Rising concern about the future viability of UK defined benefit (DB) pensions schemes is driving demand for transfers into self-invested personal pension plans (Sipps), according to research published Tuesday.

China’s Lufax launches offshore retail platform in Singapore

Asia | 18 Jul 17

China’s Lufax launches offshore retail platform in Singapore

Lu International, a subsidiary of Shanghai-based wealth manager Lufax Holdings, is launching its first direct-to-consumer online investment platform for Chinese overseas retail clients.

PEOPLE MOVES: Fidelity, Jersey Finance, Invesco Perpetual

Companies | 18 Jul 17

PEOPLE MOVES: Fidelity, Jersey Finance, Invesco Perpetual

Fidelity International has poached its new multi-asset co-portfolio manager from Henderson and Jersey Finance has a new business development director for funds. Meanwhile, Neptune’s Douglas Turnbull is set to join Invesco Perpetual.

DeVere’s Nigel Green criticises high fees—charged by banks

Companies | 18 Jul 17

DeVere’s Nigel Green criticises high fees—charged by banks

Nigel Green, founder and chief executive of the deVere Group, has hit out at the “unacceptably high” charges banks slap on customers when they use their debit cards overseas.

Non-resident Indians face tough new disclosure rules

Asia | 17 Jul 17

Non-resident Indians face tough new disclosure rules

Non-resident Indians around the world will have to disclose offshore bank account details in tax returns for the first time this year, as part of a tough transparency crackdown by their home country’s tax office.

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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.