The benefits of life insurance wrappers still outweigh direct investment in funds for expatriate customers in the UAE despite the significant regulatory change underway, says Philip Cernik of Friends Provident International.
The approaching tax year-end applies equally to those born in the UK and to foreign expats living there. This year, expats may have even more to consider given the new non-dom rules coming into force from 6 April 2017, warns Old Mutual Wealth’s financial planning expert, Rachael Griffin.
In spite of warnings from government and the pensions industry, 7% of UK adults said they had released some or all of their pension savings as cash after being cold contacted, research from Phoenix Group has found.
In this second instalment on Qnups in wealth planning, the director of Isle of Man-based pension provider Optimus, Martin Hall, runs through a case study where Qnups are the right solution for the client.
UK consumers are being overcharged by advisers who levy a percentage point fee on the value of the assets a client invests, with too much money going into the pockets of wealth managers, according to a new report by Capital Asset Management.
Structured products are typically fixed-term investments that pay-out an amount that is linked to the performance of another asset or set of assets (such as a stock market index or indices).
Investors in Hong Kong still prefer a commission-based charging structure when it comes to paying for wealth management services, while their mainland Chinese counterparts are increasingly opting for a fee-based model, according to the Hong Kong Investment Funds Association (HKIFA).
Cape Town-headquartered IFA firm Carrick Wealth has launched an internship programme for university graduates as part of the Carrick Development Academy (CDA) Graduate Programme.
In this first instalment of a two-part series on Qnups in wealth planning, director of Isle of Man-based pension provider Optimus, Martin Hall says the retirement solutions are great for those restricted by the dwindling lifetime allowance cap.
The Isle of Man Financial Services Authority (IoMFSA) has advised residents to tread carefully when making decisions about transferring or investing their pensions, following a rise in scams in the UK.
Ascor Independent Wealth Managers, voted best adviser firm in South Africa for International Adviser’s 2016 Best Practice Adviser Awards, started small in 2005.
St James’s Place, one of Britain’s biggest wealth managers, has come under fire over claims it will not be caught by an incoming cap on exit charges.
