Experts unite to set up Pensions Advice Taskforce
The UK’s Personal Finance Society has formed a taskforce to help provide strategic leadership and a voluntary code of professional standards for pension advice.
Best Practice
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Guernsey court limits trustee tax error rule
The Guernsey Court of Appeal has made a key judgement on a rule that allows trustees to correct decisions they made on the basis that there were unintended consequences – often unforeseen taxes.
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Older investors ‘de-risking too early’
Too many older clients dial back their investment risk too soon, when they should be taking on opportunities, a survey has found.
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Adviser profitability thrives in a post-RDR world
The good times are rolling for UK financial advisers, at least, that is, according to the Financial Conduct Authority’s recent Data Bulletin.
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Why the GDPR affects advisers and their clients – no matter where they are based
The General Data Protection Regulation (GDPR) is the biggest overhaul of European data protection and privacy law for more than 20 years. It came into force on 25 May 2018 and is designed to harmonise data privacy laws across Europe, improve data security and reinforce the obligations of organisations that hold and store data.
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Top 5 tips for reducing your IHT bill
With HM Revenue & Customs’ take from inheritance tax climbing steadily, Canaccord’s head of wealth planning gives his top five measures to mitigate its effect.
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Allegations hit South Africa adviser exam body
Following claims of irregularities, advisers will no longer be able to sit exams with the Financial Planning Institute (FPI) of Southern Africa.
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CISI launches first Africa office
The Chartered Institute for Securities & Investment (Cisi) has opened its first African office in Nairobi, Kenya.
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Wealthy women take the lead on financial planning
Women are increasingly the household decision-makers in financial affairs, according to a global survey.
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How can you tell a company is a good investment prospect?
Some companies are investment winners and others are not. So, how can you tell?
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Investing through retirement, not to retirement
Life doesn’t stop at 65 and neither should investing. But it should be adjusted over time to reflect the changing client risk appetite, which is where a smooth glide path comes into play.
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Pension checklist for changing job
It can be easy to forget about pension benefits when you are swept up in the excitement and stress of changing job. But as workplace pensions can be very generous, it pays to keep on top of any pots that have been built up, says Fidelity International’s Ed Monk.