Int’l retirement solution provider unveils ‘low cost’ product
Following demand from clients looking for help in protecting and consolidating their assets
Overseas Trust And Pension
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How will South Africa greylisting impact the advice market?
It becomes the second G20 country to warrant increased monitoring
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Will South Africa’s social security reforms impact HNWs?
Changes likely to ‘provide more opportunities for mismanagement and corruption to the detriment of the nation’
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South Africa sets up high net worth tax unit
It ‘mirrors similar initiatives in US and a number of European territories’
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Will South Africa pass a wealth tax to cover the covid bill?
HNWs already ‘fed up’ with current taxation system and ‘leaving the country in droves’
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South Africa financial services industry gets ready
As regulator outlines its expectations for how businesses should deal with coronavirus
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PEOPLE MOVES: UK govt, Killik & Co, Australian Tax Office
UK prime minister Theresa May has reshuffled her cabinet as uncertainty mounts over how long the Conservative Party can hold on to power. The deputy Australian Tax Office commissioner has resigned after being being caught up in a fraud scandal, while Killik & Co has appointed a head of wealth planning.
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PEOPLE MOVES: Aviva Investors, Axa IM, OTAP
Aviva Investors has named a new chief executive for its French operation, while Axa Investment Managers has boosted its responsible investment team. Overseas Trust and Pension has appointed a managing director, with Pimco adding an emerging markets strategist and a portfolio manager.
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Carey sells int’l pensions arm to Overseas Trust and Pension
The Guernsey-based international pensions business of Carey Group is to be acquired by Overseas Trust and Pension.
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HMRC waives penalty charges on KiwiSaver pension transfers
HM Revenue & Customs will waive penalty charges on UK pension fund transfers made between 6 April and 17 June into KiwiSaver schemes which have now lost QROPS status.
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kleinwort benson sells former close qrops business
Kleinwort Benson is to sell all of the offshore retail and pensions trust business it acquired from Close Brothers in 2011 to QROPS and QNUPS specialist, Overseas Trust and Pension.