Financial planning
Best Practice | 8 Apr 24
Nearly two thirds of HNWIs are unaware of the size of their pension pots
Women were less familiar with their pension pots than men on average
Cyprus investment firms warned to be ‘complete, truthful’ when advertising in Portugal
The advertising they carry out must include their ‘entity identification’, regardless of channel used
HMRC reveals QROPS transfer changes in 11th hour lifetime allowance abolition update
Technical changes made through a second set of regulations will be effective from 6 April 2024
Dubai-headquartered Hoxton Capital Management hits $1.6bn AUM
The company has grown to 300 staff, with offices in the UAE, UK, USA, Europe, Australia and South Africa
Financial planning | 3 Apr 24
Decumulation – the regulator’s challenge
Potential solutions abound, including cash buckets, annuities, smoothed funds, guaranteed income products and risk assets




