Spain has unveiled a new rule which will require British expats to declare the money they have in Malta-based recognised overseas pension schemes (Rops) that allow ‘flexi-access’ in line with the UK’s pension freedoms introduced last year.
Belgium’s government has approved a bill that will exempt cross-border pension schemes from tax in a bid to position the country as the number one location for pan-European retirement products.
The UK government will create a new single body to offer guidance on pensions, debt and other financial issues.
In the second of a series of three, Julie Littlechild, founder of Absolute Engagement explores the value of client feedback
More than three quarters of advisers in the UK support the introduction of a risk-based Financial Services Compensation Scheme (FSCS) levy, according to a new survey from platform provider AJ Bell.
The Chartered Institute for Securities & Investment (CISI), a UK professional standards body for the financial services industry has defended advisers against British prime minister Theresa May’s pledge to crackdown on the profession for helping the rich avoid tax.
The winners in International Adviser’s inaugural Best Practice Adviser Awards 2016 for the Singapore region were announced on Thursday afternoon at the Raffles City Convention Centre after the Future Advisory Forum Singapore.
Two big providers have ripped the carpet from under a group of American investors in the UAE, says Vince Truong, partner at Dubai-headquartered financial planners Holborn Assets.
The UK government’s plans to potentially scrap the current ‘advice safeguard’ on some overseas pension transfers has met with a mixed response from the financial services industry, with some experts welcoming the move while others believe it will put consumers at risk of being targeted by fraudsters.
The winners in International Adviser’s inaugural Best Practice Adviser Awards 2016 for the Hong Kong region were announced on Tuesday at the Island Shrangri-La Hotel.
Corporate financial advice veteran Grant Hughes talks about launching Mercer Jelf Financial Planning, the importance of professional development and how the industry must do more attract the next generation of adviser.
The UK’s Department for Work and Pensions (DWP) is considering whether to scrap the ‘advice safeguard’ for expats, which requires individuals to consult an FCA-regulated adviser before they can transfer their defined benefit (DB) pension savings into an overseas pension scheme.
