Putting your pension first
Pensions are a tax efficient and flexible way to save towards retirement but time is running out in the UK to use this year’s allowance, says Sarah Lord, managing director of Killik Chartered Financial Planners.
Sarah Lord
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the right fit recruiting for growth
As a business grows, it is vital to ensure that it takes on the right individuals to help, rather than hinder, the process. Having a structured recruitment process in place is of paramount importance, says Sarah Lord, wealth planning director, Killik & Co, Middle East and Asia.
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80 of uae ifas support expatriate pension
Just over 80% of financial advisers based in the United Arab Emirates support plans to introduce a Gulf Cooperation Council-wide expatriate pension scheme, according to a recent survey.
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uae rides out downturn and arab spring turmoil
Sarah Lord, wealth planning director at Killik & Co, says reports of the demise of Dubai and the UAE have been greatly exaggerated at least for now.
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New focus group established for Dubai advisers
A group of financial advisers has established a focus group for advisers working in Dubai.
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Clean up the “murky world” of offshore investment
Killik & Co’s Sarah Lord says asset allocation and risk appetite are alien concepts to offshore IFAs
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Who can control the mis-selling of QROPS?
Holborn Assets Robert Parker says QROPS has all the hallmarks of a big mis-selling scandal.
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Women join the financial advice diaspora
During the five years that Linda McLaren used to travel to some of the riskier corners of Africa on business, on behalf of the financial service products suppliers she then worked for, she used to tell people she would meet during the course of her travels that she was there “visiting friends”.
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Dont underestimate offshore impact of RDR
The UK FSAs RDR is likely to have a significant impact on offshore businesses says Sarah Lord.
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Providers should do more to vet us, say advisers
Three-quarters of IFAs believe providers should do more to vet their industry.
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Expat advisers’ pension knowledge “seriously lacking”
The offshore advisory market needs to work together to better the quality of advice, says Sarah Lord