As Old Mutual International’s head of region for Europe, David Matthews is well placed to offer insights on how the markets there are evolving in response to regulation and the impact on financial advisers.
International portfolio bonds and in-specie transfers can be hugely beneficial to those who have worked abroad for multiple companies and have amassed a collection of international shareholdings, says Norrie Little, head of propositions for Hansard International.
Fewer than a fifth (17%) of UK advisers think that clients who feel squeezed keeping up with bills and repayments would put any extra money towards their pension savings, research from Royal London has found.
In the first in a series of three, Julie Littlechild, founder of Absolute Engagement, explores the importance of advisers and clients working together to enhance customer engagement.
Prudential is expanding its support for advisers with the launch of Knowledge TV, offering continuing professional development (CPD) certified ‘box sets’, technical insights, and online demonstrations.
Provisca, the international distribution business launched in August by Nigel Watson and Bryan Low, has signed its first partnership agreement, opening up the products of South Africa’s third largest listed insurer to international markets.
UK financial advice firms applying for corporate chartered financial planner status from the Chartered Insurance Institute (CII) can face an easier time than their overseas counterparts.
The Financial Conduct Authority (FCA) has banned Elizabeth Anne Parry from performing any function in relation to any regulated financial activity and fined her £109,400 ($143,419, €128,657) for repeatedly lying about her qualification status.
European Union policymakers are considering whether to slash the benchmark used by insurers to calculate the value of billions of euros of liabilities – a move that would push up the cost of life insurance.
South African regulator, the Financial Services Board (FSB), has confirmed that the first phase of the upcoming Retail Distribution Review (RDR) will be introduced on 1 January 2017 – six months after the original deadline.
The UK Treasury has set out plans to allow savers to take out £500 ($654, €586) from their retirement pots tax free to help pay for financial advice in a bid to plug the ‘advice gap’ following the pension freedoms.
We all know that people matter when it comes to business success, says James Pearcy-Caldwell, co-founder of financial planning firm Aisa.
