Top tips for retiring to Malta
Avoid retirement regret by asking these key questions before making the big move to Malta
Best Practice
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New regulations for DB pension transfer advice
Five years on from the introduction of auto-enrolment, and three years on from pension freedoms, the UK retirement planning landscape has undeniably changed. David Denton, head of international technical sales at Old Mutual Wealth, explains.
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The benefits of a Family Investment Company
People wanting to protect and maintain control of family wealth are increasingly turning to family investment companies. Ravi Francis, senior associate solicitor at Irwin Mitchell Private Wealth outlines the benefits and drawbacks of using such a structure.
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FEIFA unveils first network member
The Federation of European IFAs has confirmed that Nexus Global is the first network in its latest membership offering, which is designed to support advisers in areas such as professional development and training, business transitioning and European regulatory matters.
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‘Onerous compliance’ behind UK money laundering failings
UK anti money laundering efforts are struggling because heavy handed reporting rules are creating a glut in poor quality reports – a reform body has said.
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Top tips for retiring to Portugal
What are the big questions that need to be answered before people retire to Portugal? Blevins Franks’ business development director Jason Porter offers a case study highlighting key questions to consider.
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UK IFAs facing advice suitability review in 2019
The Financial Conduct Authority has outlined plans to re-assess the suitability of retail investment advice in 2019, according to its latest annual report.
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How to advise a divorcee
Divorce is not a new phenomenon but few couples are taking financial steps to protect themselves – what role can an adviser play in reaching the happiest outcome?
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Are advisers overlooking a huge client pool?
Women are getting wealthier but remain reluctant investors. Shifting the tone of financial conversations with female clients could open up a massive and under-served demographic for advisers.
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Model portfolio risk labels ‘dangerously naive’
The UK’s Financial Conduct Authority has taken aim at risk-targeted model portfolios in its platforms study, which has sparked calls for platform providers to re-evaluate “subjective” branding and the amount of information they disclose.
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Seven steps for better platform client outcomes
From banning exit charges to drawing on the platform industry to tackle orphan clients, the Financial Conduct Authority has outlined seven remedies to improve consumer outcomes.
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Customer communication in the 21st century
Today’s investors are a savvy bunch. Long gone are the days of mailing out reams of identical reports and brochures to everyone on your list; 2018 supply chains are complex and require delicate handling, says Mitch Cornelia, director of lead supply solutions at Paragon Customer Communications.