UK university drops financial planning course
The University of South Wales has been forced to close its Level 4 accredited financial planning course due to a lack of demand.
Best Practice
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Opportunities for new advice models
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.
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Mixed responses to UK pension scam consultation
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.
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How strong ethics can help overcome distrust
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.
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Provisca brings UK standards to int’l pension transfers
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.
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Course on insurance adviser behaviour launched Down Under
A training course designed to improve consumer confidence and build professional competence in the broking profession has been launched in Australia and New Zealand.
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The next phase for part surrenders of offshore life bonds
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.
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PFS targets advisers of tomorrow with development programme
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.
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Four strategies to reject hidden fees and commissions
We are very conscious that expats are often unfamiliar with the Singapore environment and that they are not protected by the same regulation that they are familiar with in the UK, says David Pugh, director of The Fry Group (Singapore).
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Five DFMs band together to launch industry partnership
Five UK discretionary fund management (DFM) firms have formed the DFM Alliance, a partnership offering financial advisers a platform to improve client outcomes through information, education and collaboration.
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Malta ups number of adviser qualifications in new deal
Malta is upping the number of adviser qualifications it offers as part of a new deal that strengthens ties between the Chartered Institute for Securities & Investment (Cisi) and the island’s Institute of Financial Services.
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Employment prospects on the rise in UK financial advice
More than three quarters of financial advice firms in the UK are considering taking on additional staff in the next few years, according to a Personal Finance Society (PFS) survey.