Shortlist revealed for int’l product and service awards 2017
We are delighted to announce the shortlisted companies in International Adviser’s Product and Service Awards 2017.
Best Practice
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Adviser pay hits ‘all-time high’ in the UK
The average salary earned by UK advisers has hit an “all-time high”, according to latest research by recruitment consultancy firm BWD Search and Selection.
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Wealth management apprenticeship scheme launched in Hong Kong
An initiative designed to provide professional training and employment opportunities for young people interested in careers in private wealth management has been launched in Hong Kong.
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CISI honours godfather of financial planning Paul Etheridge
Paul Etheridge, the chairman of UK financial planning firm the Prestwood Group has been awarded a Chartered Institute for Securities & Investment (Cisi) honorary fellowship.
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Jersey opens tax disclosure amnesty
Jersey is running a voluntary disclosure scheme giving islanders the opportunity to tell the taxman if they have made a mistake or failed to declare income without having to pay extra penalties, ahead of tougher sanctions that may be brought in next year.
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From shock to success: building The Fry Group’s reputation
James Sutton and David Pugh left the UK in search of fresh challenges in Asia. They discovered a marked difference in the quality of financial advice being offered there and set about ensuring The Fry Group raised the standard.
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What the changes to the UK nil rate band mean for IHT planning
A staggering 70% of people have no understanding of the new residence nil rate band allowance coming into force on 6 April, which could have serious implications for their inheritance tax planning, warns Old Mutual Wealth financial planning expert, Rachael Griffin.
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Five ways to benefit at the pension last chance saloon
Pension savers in the UK have up until midnight on 5 April to maximise their contributions to offset this year’s tax bill, says Nathan Long, senior analyst at Hargreaves Lansdown. Here he suggests five ways savers can make the most of their unused allowances.
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HSBC GAM latest passive provider to join ETF Forum
HSBC Global Asset Management is the latest exchange-traded fund (ETF) provider to join the ETF Forum, an industry body tasked with educating UK financial advisers about the passive investment products.
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Deadline approaches for Dubai health insurance
Dubai residents who fail to secure mandatory health insurance cover before 1 April will face a fine of AED500 (£109, $136, €126) per month and risk their visa status.
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UK CISI advisers to visit South Africa on fact-finding mission
The Chartered Institute for Securities & Investment (CISI) is working with London-based firm Perceptive Planning to organise a fact-finding trip to South Africa in October.
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The Isle of Man’s new regulations and what they mean for life offices, advisers and customers
The Isle of Man insurance regulator, the Financial Services Authority (FSA), is soon to announce a new set of rules that will raise the bar on how international life business is conducted from the Isle of Man.