United Kingdom
Best Practice | 9 Jul 18
12 tips to keep DB transfer PI costs down
Professional Indemnity insurers have a problem with pension transfers, so broker Howdens has put together 12 things advisers can do to help mitigate the risks and the costs.
UK government considers flat-rate pension tax
HM Treasury is investigating whether to introduce a flat rate of pension tax relief, in a bid to raise an extra £4bn (€4.5bn, $5.3bn) a year for the National Health Service (NHS).
Old Mutual Global Investors unveils new name
In the next step in OMGI’s journey to becoming a standalone single-strategy business, the company announced on Friday that it is to be rebranded Merian Global Investors.
The privacy risks of cross border investing
What can unite the UK and Russia, Saudi Arabia and Qatar and Pakistan and India? The answer, as all nerds know, is not football but tax, specifically the Common Reporting Standard (CRS), according to Irwin Mitchell Private Wealth partner Alex Ruffel and solicitor Luke Micallef-Trigona.
DFMs hindering trust take-up on platforms
Discretionary fund managers’ lack of willingness to use investment companies in model portfolios is hindering their adoption on advised platforms, according to the Lang Cat.