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Retirement

Top challenges facing advisers in the UAE

Middle East | 27 Apr 17

Top challenges facing advisers in the UAE

Advisers working in the Middle East can no longer afford to be a “one-trick pony”, says Phil Story, SEO and head of distribution for EMEA at Investors Trust Assurance, as he urges them to focus on “holistic financial planning” to boost their income stream.

Qrops ‘fire sale’ averted as reforms survive Finance Bill cull

Europe | 26 Apr 17

Qrops ‘fire sale’ averted as reforms survive Finance Bill cull

Reforms overhauling overseas pension transfers may have survived the UK government’s wide-ranging cull of the Finance Bill in a bid to avoid a “fire sale” of Qrops, according to Rachael Griffin, financial planning expert at Old Mutual Wealth.

Pension freedom withdrawals break through £10bn barrier

Retirement | 26 Apr 17

Pension freedom withdrawals break through £10bn barrier

UK consumers withdrew £10.8bn ($13.8bn, €12.7bn) from their pensions during the first two years of the pension freedoms.

Zurich on how to become a millionaire by 65

Middle East | 26 Apr 17

Zurich on how to become a millionaire by 65

Starting early with pension saving and using the benefits of compound interest is one of the best ways to ensure you become a millionaire by 65, says Amrita Sethi, head of marketing at Zurich International Life.

UK ombudsman blasts Sipp transfer into Ukrainian property fund

Retirement | 25 Apr 17

UK ombudsman blasts Sipp transfer into Ukrainian property fund

A UK investment firm provided a client with “unsuitable advice” after recommending he invest nearly £50,000 (€58,937, $63,995) of his savings in an unregulated Ukrainian property scheme that later ran into trouble.

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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. Site managed by Furness Media