Policy segmentation is often used on single premiums but the benefits can also apply in the context of regular policies, so choosing a provider that can offer this at outset ensures flexibility is available if needed.
Rod Aldridge recently took on the role of head of EMEA wholesale distribution at Baring Asset Management. He discusses the need for careful co-ordination of the cross-border relationships between the markets under his remit.
Barry Cudmore, managing director of guarantees specialist Aegon Ireland, is a driving force in the development of unit-linked solutions, and sees the recent UK pension changes as a game changer.
The Liechtenstein Disclosure Facility (LDF) has been with us for nearly six years. It now only has a limited shelf life as it is due come to an end at the end of 2015, which is earlier than was previously planned.
In the first 100% Conservative Budget in nearly two decades, chancellor George Osborne has introduced a raft of changes, including significant revisions to UK non-dom status.
Ping Zhou explains how data, economic theory and academic research trump face-to-face contact in his systematic global equity strategy that seeks to identify unexpected growth.
Portugal is an increasingly desirable destination, thanks to its tax-friendly stance.
HSBC Global Asset Management head of internationals Mark Newsam explains why he identifies Asia as potentially the strongest future growth opportunity for the group’s offshore business.
Platforms must adapt if they are to prosper in the new gold rush heralded by the chancellor’s pension reforms.
Michael Lodhi, one of the three founders of Spectrum, explains the secret of its success on the continent, the importance of face-to-face advice and why the UK should remain in Europe
Last week, it was revealed that HM Revenue & Customs took in a record £379m worth of inheritance tax (IHT) in April, but with the Tories today confirming a more lenient approach to the tax in Wednesday’s Summer Budget, what is the future price of passing down wealth?
Volatility in Africa led Aston Wealth Management to adopt a more flexible approach to dealing with offshore clients – and in turn it learnt an invaluable lesson, that reacting quickly can create great future opportunity.
