When…not if…
David Denton, technical specialist from Quilter International, provides his three top ideas, that your clients may not be aware of, opening up wealth planning discussions in 2021.
David Denton, technical specialist from Quilter International, provides his three top ideas, that your clients may not be aware of, opening up wealth planning discussions in 2021.
Five years on from the introduction of auto-enrolment, and three years on from pension freedoms, the UK retirement planning landscape has undeniably changed. David Denton, head of international technical sales at Old Mutual Wealth, explains.
Advising expat clients on pensions can be complex – David Denton – Head of International Technical Sales at Old Mutual Wealth highlights some areas where advisers can make a real difference.
It is vitally important to explain risk to clients who are transferring their defined benefit (DB) pensions.
by David Denton, head of international technical sales at Old Mutual Wealth Plenty has been made over the plight of UK resident non-doms given the radical changes proposed in 2015, but attention should also be taken by international advisers regarding certain non-resident/non-dom clients too, now legislation has been passed and backdated to 6 April 2017.…
David Denton, head of international technical sales, Old Mutual Wealth As pension transfer advice comes under increased scrutiny from the regulator, David Denton, head of international technical sales at Old Mutual Wealth, looks at the FCA’s research and the impact on advisers providing retirement advice to clients with UK schemes.