South African IFAs want more industry support
South African asset management firms and investment service providers need to do more to help make the lives of IFAs easier, a survey from consultancy firm Insight Discovery has found.
Best Practice
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HMRC plans tougher penalties for offshore tax evaders
The UK tax office has announced plans to increase the penalties on anyone who has not paid outstanding taxes from offshore investments ahead of the start of a new data sharing agreement with the crown dependencies and territories in October.
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IFAs under pressure to offer more than financial advice
Over half of financial advisers based in the UK feel pressured to offer advice to clients about more than just their money, according to a new survey.
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ANALYSIS: Woodford’s bold move puts pressure on whole industry
The peers of star UK fund manager Neil Woodford have once again been caught off guard by a bold move from Britain’s best known investor.
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Five myths about investing for children
With the new school year about to start in the UK, Fidelity International’s investment director for personal investing, Tom Stevenson, debunks five myths about investing for children.
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Using advisers makes Australians feel more retirement ready
Australians using financial planners or advisers are almost four times more likely to feel financially prepared for their retirement than those who don’t.
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Under the spotlight: product review of RL360° Quantum
In the first of a new series of three independent reviews of international life products, Brian O’Neill, consultant at Isle of Man-based actuary and consultancy firm Boal & Co, puts the spotlight on RL360°’s regular savings product called Quantum.
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Challenges mount for multi-asset managers
The BNP Paribas multi-asset team tactic, in the current febrile environment, is to tread carefully in its search for alpha and let the fallout from Brexit, modest global growth and doubts over monetary policy play out.
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Advisers face hefty fines in HMRC tax avoidance crackdown
Tax advisers and accountants in the UK who help clients avoid paying tax could face fines of 100% of the tax avoided, according to new proposals being considered by HM Revenue and Customs (HMRC).
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Product providers should share compensation levy burden
Nearly eight out of 10 (77%) UK advisers believe that product providers should contribute towards the cost of the Financial Services Compensation Scheme’s (FSCS) levy on intermediaries.
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How to avoid investment planning pitfalls
In the latest instalment of a focus on business transition principles, Mike Leeson takes a look at the pivotal role investment planning plays in helping to build a sustainable, centralised process.
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Single premium sales drive Singapore life industry growth
A strong second quarter saw Singapore’s life insurance industry report 13% growth in new business premiums between January and June 2016, with single premiums up 28% compared with a year ago.