As independent chartered financial planners and an Investors in People ‘champion’ firm, we aim to defy traditional approaches within the cross border financial marketplace, says Sam Instone, chief executive of AES International.
The trouble with retirement planning is that there are many different rules and regulations as successive governments add their stamps to the way we save for and use our pension pots.
Every working adult in the UK should be offered a voucher for a financial health check session with a professional financial adviser, the Personal Finance Society (PFS) has recommended.
Financial advisers in the UK, Australia, Hong Kong, Canada and the US have reported that working in the industry is getting harder mainly due to regulatory changes, and they expect to see a shake-out in the next three to five years, according to a survey by Vanguard.
The University of South Wales has been forced to close its Level 4 accredited financial planning course due to a lack of demand.
The international markets are being impacted by considerable change. Providers and advisers alike are facing a new wave of challenges, from regulation to a more informed, demanding and mobile consumer.
The UK government’s consultation on tackling pension scams received mixed responses, as it acknowledged that the pension freedoms may have contributed to the rise in scams.
With perception often speaking louder than truth, Simon Webley, research director for the Institute of Business Ethics, believes preservation of trust within a business, externally and internally, must be a top priority for management.
International product distribution company Provisca has signed a partnership agreement to market and distribute The QROPS Bureau’s independent technical support, due diligence and compliance support service to advisers outside the UK.
A training course designed to improve consumer confidence and build professional competence in the broking profession has been launched in Australia and New Zealand.
The use of partial surrenders of offshore bonds can still make for a good tax-planning strategy, says Utmost’s Simon Martin, ahead of a restitution process set to be introduced by HM Revenue and Customs (HMRC) later this year.
The Personal Finance Society (PFS) has launched a financial adviser development programme that offers support to the employers of aspiring financial advisers across the UK.
