UK Best Practice Adviser Award winners revealed
The first set of winners in International Adviser’s Best Practice Adviser Awards 2017 series were revealed on 3 May at the Waldorf London.
Best Practice
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Employee engagement key to IFA people management
Business owners often say their people are the key asset in their company, but in the IFA world it’s even more important, argues Mike Leeson, head of international distribution development, Old Mutual Wealth.
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Portugal a ‘dark horse’ for IFAs but avoid France
Advisers looking to set up in Europe should avoid France and consider Portugal, a panel of industry experts said at International Adviser’s London event on Wednesday.
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Adviser defends CII qualifications against criticism
A UK adviser has defended international qualifications from the Chartered Insurance Institute (CII) against claims that they are of “no use to anyone” providing financial planning in overseas jurisdictions.
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Six key pension priorities for UK election manifestos
Pension scams, DB schemes and retirement support should all feature in the party manifestos the UK political parties publish ahead of the snap election on 8 June, the Pensions and Lifetime Savings Association (PLSA) has said.
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MiFid II charge disclosure a ‘show stopper’ for European IFAs
Advisers across Europe underestimate how big an impact MiFid II will have on their businesses when they are required to report charges to clients from 3 January 2018, said OpesFidelio members at its annual conference in Prague.
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Why disputes over wills are on the increase
It is difficult to open a newspaper these days without reading about disinherited relatives challenging the will of a loved one alongside reports of a rise in the number of diagnoses of dementia being made, says Gareth Ledsham, partner at law firm Russell-Cooke.
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Royal London offers ‘pioneering’ life cover for diabetics
UK insurance giant Royal London has created life cover specifically designed for people with Type 1 and Type 2 diabetes, which the life insurer describes as a first for the British protection market.
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How the Qrops levy will impact UAE pension planning
Old Mutual Wealth’s David Denton talks about how the shock 25% Qrops charge imposed by the UK last month will affect retirement planning in the UAE.
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UK regulator to target pension ‘decumulation’ market
The UK’s financial regulator plans to put a greater focus on the drawdown phase of the pensions market in the current financial year, and has promised to do more to tackle pension scams.
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UK advisers face 5% fee hike
The Financial Conduct Authority has proposed a 4.7% hike in fees for advisers and brokers as part of its 2017/18 business plan.
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Revisiting retirement plans after the Qrops tax bombshell
Chancellor Philip Hammond’s Spring Budget contained a game-changing announcement in relation to UK pension transfers to overseas schemes, says Brendhan Harper, head of technical services at Friends Provident International.