Retirement

Retirement | 7 Oct 16

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, 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

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

Most people have already accepted that a guaranteed income product for life does not exist, says Tom Hodgson, BlackRock’s strategic partnership director.

Retirement | 30 Sep 16

UK adults born in the 1980s have half the wealth as those born in the 1970s had at around the same age, according to a new study.