The UK’s Chartered Insurance Institute (CII), a leading professional organisation for the insurance and financial services sector, has launched a new life and pensions qualification aimed at people starting out in the financial services industry.
Blackden Financial’s Christopher Marriot discusses the challenges posed by running a UK-style financial advice business in Switzerland, and the benefits of the expat life.
Despite 68% of UK financial advisers reporting more profitable operations this year compared with 2015, low growth in client funds is a potential threat to future profits.
International pensions such as Qrops are certainly going to feel the economic impacts of the UK’s decision to leave the European Union, but there will also be many other effects on these products, says David White, a founding partner at The QROPS Bureau.
British financial advisers are becoming increasingly concerned about making retirement income recommendations following the launch of pension freedom rules, according to MetLife.
The Pensions Regulator (TPR) has appointed independent trustees to a pension transfer scheme paying commission up to 30%, after finding that nearly £6m of pensions savings were being put at risk.
The real possibility that rules surrounding offshore pension transfers could change following the outcome of the UK’s EU referendum means advisers considering such a move for their clients may be wise not to delay, says Darren Jones, head of technical sales for Old Mutual International, part of Old Mutual Wealth.
The ex-wife of a Saudi billionaire is currently seeking £196m ($260m) in her divorce hearing in the High Court in London, says Judith Fitton, partner in the family department of law firm Mundays.
A revised professional standards framework for financial advisers and planners in Australia has been welcomed by the Association of Financial Advisers (AFA) and Financial Planning Association (FPA), but further improvements could be made.
Old Mutual International’s Mike Leeson and Mimi Pienaar discuss the importance of knowing what is on a customer’s mind in our second of three articles looking at business transition principles.
Investors in the United Arab Emirates have a shorter time horizon for investments than in other parts of the world and expect higher returns than the global average, according to a recent Schroders survey.
Indosuez Wealth Management’s Frédéric Lamotte talks about his career at Crédit Agricole, his cash strategy, and market turbulence.
