New regulations for DB pension transfer advice
Five years on from the introduction of auto-enrolment, and three years on from pension freedoms, the UK retirement planning landscape has undeniably changed. David Denton, head of international technical sales at Old Mutual Wealth, explains.
Expat retirement planning – probably the most valuable advice you can give
Advising expat clients on pensions can be complex – David Denton – Head of International Technical Sales at Old Mutual Wealth highlights some areas where advisers can make a real difference.
Getting Under the Skin of Pension Transfers – the importance of explaining risk
It is vitally important to explain risk to clients who are transferring their defined benefit (DB) pensions.
Finally there! – The UK taxation of foreign domiciles
by David Denton, head of international technical sales at Old Mutual Wealth
Plenty has been made over the plight of UK resident non-doms given the radical changes proposed in 2015, but attention should also be taken by international advisers regarding certain non-resident/non-dom clients too, now legislation has been passed and backdated to 6 April 2017. This article considers several of these ‘new’ traps and appropriate planning strategies.
In the firing line
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.