Advisers admit to Common Reporting Standard worries
Old Mutual Int’l survey finds 59% of clients have concerns, while 34% of IFAs lack understanding
Old Mutual
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Work needed to improve cross-border advice industry, OMI says
Industry has a responsibility to call out bad behaviour
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Top 5 reality checks for retirement
As Anthony Gillham from Quilter Investors** explains, too many expats arrive at retirement thinking that their years in decumulation will be just like their years in accumulation. They couldn’t be more wrong. This puts the onus on advisers to make sure clients understand the realities of maintaining a pension pot for decades to come.
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OMI managing director promoted to chief executive
Quilter revamps its executive committee following rebrand and IPO
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International advisers more confident about fee transparency
Almost half of advisers have already transitioned their business model to take less upfront commission
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FCA rules out enforcement action against life companies
Treatment of long-term customers of Old Mutual, Abbey Life, Countrywide Assured, Prudential investigated
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Old Mutual Int’l targets UK IHT with Singapore trust option
Provides a flexible way to balance access to capital and UK inheritance tax planning
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What role can face-to-face advice play in UK’s savings policy?
How advisers, engagement and education can close the advice gap
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Singapore advice firm IFS strikes deal with wealth manager
Emails sent to clients three months after IFS lost a High Court case against Old Mutual International
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Old Mutual calls on gov’t to scrap the residence nil-rate band
Tax and financial planning expert suggests several key changes to the UK inheritance tax regime
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PEOPLE MOVES: T Rowe Price, OMGI, Harwood
T Rowe bolster intermediary businesses, OMGI hires analysts, Harwood WM names interim finance boss
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PEOPLE MOVES: Quilter, OMGI, Sanne
Standard Life veterans join Quilter, OMGI appoints from Citi and Stan Chart trust chief joins Sanne