Searches and applications for life insurance in the UK have risen over the past year, which contradicts conventional wisdom that in tougher economic and political times like these protection sales take a downturn and creates an opportunity for advisers.
International tax and wealth management firm Blevins Franks has identified five key planning issues for UK citizens wanting to avoid punitive tax implications when making their move from Europe back to Britain. Click on the slides below to see them.
Investors can assess whether a DFM offers value for money by unbundling the DFM’s service into admin costs, market access costs and applied research, and allocating a “reasonable cost to each”, a consultancy claims.
Financial advisers from St James’s Place are failing to comply with rules on transparency around charges and some are misleading potential customers about what they can offer, an investigation by UK consumer watchdog Which? has found.
British expats still have some crucial misunderstandings about their domicile status and tax position that could leave them and their loved ones financially exposed and even land them in trouble with HM Revenue & Customs, warns Rachael Griffin, financial planning expert at Old Mutual Wealth.
Rising concern about the future viability of UK defined benefit (DB) pensions schemes is driving demand for transfers into self-invested personal pension plans (Sipps), according to research published Tuesday.
Thousands of financial advisers could fall foul of Mifid II for having the wrong type of intermediary agreement with their discretionary fund managers, the Personal Finance Society has warned.
Clients with high transfer values for final salary schemes are piling the pressure on advisers when they disagree with their recommendations, research from Prudential has found.
A professional body granting qualifications for competence and ethical behaviour in the financial advisory sector has announced the recipients of its awards aimed at rewarding financial literacy among university students.
The FCA has proposed overhauling the rules for advising on DB to DC pension transfers. Rob Morris, partner at RPC, looks at the risks these changes create for financial advisers and their insurers.
Advisers and clients could be caught unaware by a little-known change to offshore bond top-slicing, warns Rachael Griffin, financial planning expert at Old Mutual Wealth.
Wealth manager Brewin Dolphin has launched a financial planning apprenticeship scheme aimed at attracting new recruits into the profession.
