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.
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.
Following claims of irregularities, advisers will no longer be able to sit exams with the Financial Planning Institute (FPI) of Southern Africa.
The Chartered Institute for Securities & Investment (Cisi) has opened its first African office in Nairobi, Kenya.
Women are increasingly the household decision-makers in financial affairs, according to a global survey.
Some companies are investment winners and others are not. So, how can you tell?
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.
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.
The rapid development of the offshore platform space means that advisers can sometimes be spoiled for choice. But what should they be looking for?
People with no significant financial services experience are being encouraged to look to the pensions and investment advice sector for a second career by a financial services network.
The UK’s Serious Fraud Office and HM Revenue & Customs could be given the right to apply for a search warrant independently of the police under modernisation plans.
UK advisers are spending more time and resources dealing with retirement advice since the launch of pension freedoms, according to the latest research from AKG.
