Features

United Kingdom | features 3 Jun 15

Partial surrenders of life assurance and similar policies create huge tax traps, which means advice on exit is just as important as it was at inception.

Retirement | features 2 Jun 15

We have now emerged into the brave new world of pension freedom, says Matt Ward, head of communications, AKG Actuaries & Consultants. What is different and how will things unfold in 2015/16 as the market continues to respond to the changes?

Profiles & Comment | features 1 Jun 15

As financial advisers begin to see the benefits of outsourcing the management of client portfolios, two main options are finding favour, says Nigel Watson, sales director at VAM Funds

Profiles & Comment | features 29 May 15

The Capstone Financial Group was not slow to adapt to reforms permeating Hong Kong’s financial services industry.

Profiles & Comment | features 19 May 15

James Spence became very interested in how companies work and what makes them grow through the early stages of his career as an accountant.