Tax & Technical
Middle East | 26 May 16
AES picks Xplan software to automate its business
AES International has decided to implement the advice and wealth management platform Xplan, developed by Australian technology company IRESS, to help remove time-consuming manual processes across its business.
Technical briefing: Catching a wave
Solvency II is making a splash in Europe, with EU-based insurers riding the latest wave of regulation. Only time will tell how its arrival in the EU will impact life insurance companies.
Tax & Technical | 15 Feb 16
Technical briefing: Making sense of tax breaks
There will be winners and losers as a new £5,000 dividend allowance is introduced from April and advisers should review wrappers and seek fresh solutions to ensure investors make most of the new tax break.
Tax & Technical | 7 Jan 16
Roller coaster 2016 for financial advisers
Following a year packed with change, announcements, and consultations, Canada Life International’s Neil Jones gives his view on what to expect on the tax and investment front in 2016.
Tax & Technical | 16 Dec 15
Retirement trends: The Twelve Days of Pensions
Embracing the festive season, Fidelity International presents to you “The Twelve Days of Pensions 2015”, outlining key retirement trends gleaned from customers calling its contact centre between July and November 2015.