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United Kingdom
Investment | 17 Oct 18
Industry groups combine to build faster pension transfer framework
Consumers to benefit from better communication, common standards and greater transparency
Mercer adds trans healthcare benefits to UK PMI plan
Benefit will cover consultations, diagnosis, mental health and surgical treatment
Tax & Regulation | 16 Oct 18
Tax pensions on death to make Budget add up, IFS tells gov’t
IFS suggests radical set of tax rises on wealthy retired to make UK tax system more efficient
Best Practice | 16 Oct 18
Intrinsic funds 58-week adviser training course
Students expected to stay as restricted advisers with Intrinsic for two years after qualifying
Analysis 16 Oct 18
Investors lose patience over slavery in supply chains
Proceeds from slavery reached $150bn in 2016
Retirement | Analysis 16 Oct 18
Pension freedoms could bring in £19.2bn of tax in next decade
Surging drawdowns may reduce overall tax take
News 15 Oct 18
Assets of beleaguered Liberty Sipp sold
Buyer will not take on potential liabilities linked to mass mis-selling claims
Advisers admit to Common Reporting Standard worries
Old Mutual Int’l survey finds 59% of clients have concerns, while 34% of IFAs lack understanding
News 15 Oct 18
UK may not recognise cross-border suitability after Brexit
Firms will have to think about redoing suitability or repapering clients to the UK
Clients ‘in the dark’ after tax-planning firm closes
Universal Wealth Management advised clients to transfer assets to trusts to avoid care home fees
