by David Denton, head of international technical sales at Old Mutual Wealth Plenty has been made over the plight of UK resident non-doms given the radical changes proposed in 2015, but attention should also be taken by international advisers regarding certain non-resident/non-dom clients too, now legislation has been passed and backdated to 6 April 2017.…
Personal portfolio bonds (PPB) may become more attractive to investors as new regulations will allow additional property categories to be held within them.
One of the most common topics prompting advisers to reach out to life companies for support was around chargeable events. With a myriad of changes in recent years, it is little wonder that the already complicated topic has many UK advisers scratching their heads. Canada Life has put together a list of the five most…
Life insurers and advisers in Asia had to deal with regulatory overhaul, squeezed margins and shifting demographics, but while some have departed, partnerships and innovation have helped others stay ahead.
An Aim-listed investment company has been fined by the Financial Conduct Authority for failing to disclose inside information, the first such ruling since market abuse regulations came into force in 2016.
Nearly a month on from the UK’s Autumn Budget, what have the experts uncovered for financial planners going forward into 2018?
Investors are missing out on good, profitable businesses by becoming swept up in the growth stock hysteria, AJ Bell’s Ryan Hughes has warned.
The chair of the UK’s Work and Pensions Select Committee has described the British Steel Pension Scheme as a “honeypot for scammers”, as St James’s Place confirms it has stopped accepting transfer requests from scheme members in an unrelated move.
Offshore tax evaders face penalties up to 10 times the current sentencing guidelines after the US Department of Justice (DOJ) announced a major policy shift.
Holders of more than 870,000 EEA shares have not acted to stop their funds from potentially being automatically reinvested in similar products, warns action group EEA Investors’ Group.
Nearly half of the UK’s upcoming retirees are unsure of how to access their pensions and are worried that what they have saved will not last their retirement, according to research by Old Mutual Wealth.
Just 18 people were handed prohibition orders from the Financial Conduct Authority in the year to 30 September 2017, down from its peak of 72 in 2010.
