Why the GDPR affects advisers and their clients – no matter where they are based
The General Data Protection Regulation (GDPR) is the biggest overhaul of European data protection and privacy law for more than 20 years. It came into force on 25 May 2018 and is designed to harmonise data privacy laws across Europe, improve data security and reinforce the obligations of organisations that hold and store data.
Brendan Dolan on the top challenges facing advisers worldwide
Following his first year as sales director of Old Mutual International, Brendan Dolan gives insights into the most pressing issues he has come across as he has travelled across various regions of the world.
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.