Pension

Asia | 4 Oct 17

Natixis Global Asset Management will acquire a majority stake in Australia’s Investors Mutual Limited (IML) to take advantage of the domestic retail market and A$2.3trn (£1.4trn, $1.8trn, €1.5trn) superannuation industry.

Best Practice | 21 Sep 17

Tougher rules and a 100% increase in pension transfer enquiries has prompted Old Mutual Wealth (OMW) to launch a DB to DC pension transfer training programme in partnership with the Chartered Insurance Institute (CII).

Best Practice | 18 Sep 17

Expat pensions transferred to Portugal could take a 10% hit under plans being considered by the country’s government.

Best Practice | 1 Sep 17

IHT planning, nil rate bands and replacing pension scheme death benefits are some of the reasons life insurance needs to remain a core part of financial planning, according to Chris Lean, a chartered financial planner with Aisa International. Click through the slides below to see six key reasons advisers need to speak to clients about ensuring they are protected.

Tax & Regulation | 21 Aug 17

While welcoming the UK Government’s decision to resurrect a ban on pension cold calling, many industry figures have expressed concerns on how long it will take to implement.