Beware the allure of large pension increase exchanges
A bigger slice of the PIE may not necessarily be in a client’s best interests
Author: PA Adviser
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UK clients can still afford to retire to Europe
Majority should be able to meet minimum income requirements and obtain residency permits
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Is this the age of the international platform?
There is a ‘significant growth opportunity for existing participants’
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Call to modernise Bahrain’s expat pension schemes
‘Executing such a plan will promise the creation and development of a new and thriving pension industry’ in the next 10 years
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‘Highly competitive’ DFM market warrants close attention
Advisers need to ‘keep their finger on the pulse in terms of staying abreast of ongoing developments’
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The importance of understanding domicile
Novia Global’s Paul Forman breaks down this complex area of financial planning
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Dangers of falling behind in the fintech arms race
It is ‘a chance for smart firms to look forward and build an infrastructure’ fit for the future
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Increase in demand for deed of variation in trust planning
It ‘can provide a useful solution to address’ inheritance tax concerns
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Platforms playing catch-up with the rest of financial services
There’s a huge opportunity for those who embrace the possibilities
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Are unregulated investments ever a good idea?
Bad news travels fast and folklore can create a general mistrust of the industry
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Earnings growth in India: Can the momentum be sustained?
If estimates over the next two years are realised, earnings growth CAGR would be more than 20%
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The role of digital trust in wealth management
As we emerge from the global health crisis, how can advisers increase trust with their clients?