Retirement
Retirement | 10 Oct 16
UK residents should ‘act now’ on Qrops as rules may change
Joanne Rodriguez, business development manager for Abacus Financial Services talks about the impact of Brexit on the Qrops industry.
Retirement | 7 Oct 16
The changing role of wealth insurance bonds
Clients moving around Europe can take advantage of wealth insurance bonds but will need help dealing with the tax authorities, says Mike Foxall, marketing consultant for IWI.
Retirement | 3 Oct 16
Strabens Hall warns Rops fees outweigh benefits
Strabens Hall, the international IFA firm with offices in London and Hong Kong, has advised clients against using recognised overseas pension schemes (Rops), warning that the high charges incurred with using the product can often outweigh the tax advantages they offer.
Best Practice | 3 Oct 16
UK mulls scrapping advice rule for overseas pension transfers
The UK’s Department for Work and Pensions (DWP) is considering whether to scrap the ‘advice safeguard’ for expats, which requires individuals to consult an FCA-regulated adviser before they can transfer their defined benefit (DB) pension savings into an overseas pension scheme.
Retirement | 30 Sep 16
What do retired people need in an income product?
Most people have already accepted that a guaranteed income product for life does not exist, says Tom Hodgson, BlackRock’s strategic partnership director.