David Denton, head of international technical sales, Old Mutual Wealth As pension transfer advice comes under increased scrutiny from the regulator, David Denton, head of international technical sales at Old Mutual Wealth, looks at the FCA’s research and the impact on advisers providing retirement advice to clients with UK schemes.
February 8th marked the introduction of a completely new strategic alliance between two specialists within the financial services industry, changing the landscape of savings and investment providers in the UAE.
Multi-asset investing is a holistic approach to investment that balances risk with clients’ profiles. For banks and financial advisers, multi-asset investing has the potential to provide a simple, yet sophisticated solution for retail-level and affluent investors.
2015 has been a strong year in innovation for Zurich Global Life in the Middle East (Zurich). For Zurich, a big part of their strategy revolves around differentiation through superior customer service, and the use of technology as an enabler. As a result, they rolled out a series of market leading capabilities in 2015 aimed…
