Best Practice Adviser Awards 2020
All categories and regions open for entries – deadline is 4 September
Quilter
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PEOPLE MOVES: Investec, Phoenix Group, GAM
Investment bank names Jersey COO, while savings firm hires CEO for retirement arm
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Pensions triple lock may not be out for the count just yet
Change in calculations could see the policy stay for the benefit of UK pensioners
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Quilter Investors hires chief executive from Aberdeen Standard
As outgoing boss Paul Simpson retires
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Will covid-19 push retirees to riskier investments?
As fraudsters take advantage of pandemic to target savers
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Hong Kong HNW investors favour traditional assets in 2020
As private equity whisky fund begins capital raising in the Special Administrative Region
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Industry body calls for ‘radical’ flat rate pension tax relief
‘We must learn the lessons of the past and not make any kneejerk changes’
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What will DIFC’s data protection changes mean for advisers?
There will be fines for serious breaches and maximum penalty limits have been increased
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Will UK wealth raid throw existing IHT plans up in the air?
‘Huge implications’ if changes made to domicile, seven-year gifting rule and taper relief
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7 advice firms hit with FCA skilled-person reviews since 2017
They had to collectively fork out over £300,000 to pay for the investigations
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FCA investigating Quilter subsidiary over DB pension transfers
UK regulator also orders firm to appoint skilled person to conduct review
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Covid-19, global mobility and taxation
Financial planners need to have a good understanding of the 2013 statutory residence test