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.
Paul Evans talks Middle East regulation changes and supporting advisers
Paul Evans, head of sales for the Middle East and Africa at Old Mutual International, discusses the work his team is doing to support advisers dealing with changing regulation and client needs. He is finding increasing demand for new product solutions and outsourcing options to meet the needs of high net worth clients.
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.
Influential European regulatory changes ahead for 2018
David Matthews, head of sales for Europe for Old Mutual Wealth, discusses upcoming regulatory changes, how these are impacting advisers and the type of solutions they are exploring.
Rachael Griffin talks technical expertise in the financial planning process
Rachael Griffin, head of trusts and technical solutions at Old Mutual Wealth, explains how technical expertise in the financial planning process is becoming increasing important, and shows how regulatory change can be an opportunity rather than a threat, helping advisers to demonstrate the value of advice to their clients.
Quilter Cheviots Tim Childe talks about bespoke discretionary portfolios
Quilter Cheviot focuses primarily on structuring and managing bespoke discretionary portfolios for private clients, charities, trusts, pension funds and intermediaries.