Retirement
Retirement | 27 Feb 15
jersey to evolve qrops legislation step by step
Jersey’s chief minister Ian Gorst has said that the island’s strategy towards building business in the QROPS market is not cautious, but rather a “step-by-step” approach.
ABI warns UK is not ready for pension reforms
The UK government’s failure to clarify fundamental details around pension reforms has left the industry unprepared for the changes, according to the Association of British Insurers.
Investment | 25 Feb 15
US unveils plans to tackle hidden adviser fees
US President Barack Obama has announced plans to update the rules for financial advisers on Wall Street in a bid to crackdown on hidden fees and back-door payments that mean clients may not get the best retirement investment advice.
Retirement | 24 Feb 15
Axa Wealth strategy for UK pension reforms
Axa Wealth plans to combine its pensions and investment expertise to offer a new financial planning model called Retirement LifePlanning, in response to the UKs planned pension reforms which come into effect on 6 April this year.
Retirement | 18 Feb 15
Pension changes and generational wealth transfer
The forthcoming pension changes are a hugely positive change for private clients, says Annamaria Koerling, head of wealth management at C Hoare & Co.