Best Practice
Best Practice | 5 Jul 19
Insurance body rolls out digital ethics guide
It aims to make sure client interests ‘remain at the heart of technological progress’
Best Practice | 4 Jul 19
Increased transparency with the second phase of Isle of Man’s COB
Business expert Karen Blatchford provides answers to questions about the latest COB changes and what they mean for authorised insurers, advisers and customers.
Best Practice | 28 Jun 19
Using offshore trusts for high net worth individuals
Cutting through the mystery that often leaves clients feeling confused
Advice world moving toward international regulatory standard
PFS boss talks to International Adviser about future of industry as he unveils e-mentoring platform
Best Practice | 21 Jun 19
Case Study: How to advise expats returning to the UK
What steps need to be taken and how early should you start to plan?