How new Isle of Man pension freedoms differ starkly from the UK
The Isle of Man budget on 20 February introduced the concept of pension freedoms to the island’s pensions legislation, setting out some stark differences to the already established UK rules.
Mainstream ways of dealing with clients are ‘not working’
The traditional consultation-based approach to advising clients is an outdated practice that must end, according to Brian Foster, chief executive of Beyond RDR.
Features 22 Feb 18
Is the pan-European pension plan a flop in the making?
The pan-European personal pension product aims to make long-term savings simpler while providing greater mobility across EU borders but there are critics that say the scheme, unless radically rethought, is doomed to fail.
Simplified IHT rules could go live in 2019
The UK’s Office of Tax Simplification (OTS) will publish a report on the processes and complexities around inheritance tax (IHT) in autumn 2018, opening the door to the possibility that IHT could be simplified within the next two years.
Analysis 21 Feb 18
Leading industry figures respond to the cryptocurrency mania
As cryptocurrencies grab headlines with sky-high valuations, governments and the financial industry remain split over how to respond.
Three adviser wish lists for future IHT overhaul in UK
Inheritance tax rules are yet again set to change in a bid by the UK chancellor Philip Hammond to simplify the process.
UK pensions watchdog and police team up in cold-calling case
The Pensions Regulator (TPR) and the police are jointly investigating a number of pension schemes suspected of being linked to cold calling, resulting in a trustee being appointed to a wealth management firm.
Empowering South Africa’s female financial planners
Women financial planners in South Africa are on the rise and pushing to represent a third of the certified financial planning industry by the end of 2018.