Killik & Co’s Sarah Lord talks about her thirst for personal and professional development, her belief in the fees-based model and her time in the United Arab Emirates, where commission is still king.
The Federation of European Independent Financial Advisers (FEIFA) will be working with the UK division of Australian-headquartered platform provider Praemium to promote improvements in technology for the advisory sector.
Deadlines to implement business changes thanks to new regulations are coming thick and fast. So how are international life companies and global intermediaries changing their business models as a result?
Vaqar Zuberi, head of research at Mirabaud Asset Management, talks about the benefits of having alternative investments in portfolios.
The majority of employers in the Middle East do not set aside specific assets to cover their end of service benefit (EOSB) liabilities, according to a survey by Zurich Global Life’s Middle East and Africa division.
With advisers scrambling to stay up-to-date with an ever-changing market, SimplyBiz and Bankhall have both announced that they will host UK workshops aimed at supporting advisers’ ongoing development.
A code of good practice for combating pension scams has been released by a UK industry group, with additional consultation coming from the QROPS sector.
Investing offshore is attractive for many reasons but the potential risks involved must be managed effectively by providers, says Neil Jones, project manager at Canada Life International
Retiring to a European country is a dream for many but the pitfalls around making such a move can turn it into a nightmare, warns Blevins Franks business development director Jason Porter.
Careful planning can vastly improve an expat’s tax position especially when they have worked and lived in multiple jurisdictions, says AAM Advisory’s Ian Black.
“There is universal acceptance of the value of UK qualifications and the importance of raising professional standards,” according to Keith Richards of the Personal Financial Society.
