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European Wealth adds £200m in first deal since rebrand

London-based wealth manager KW Wealth, formerly European Wealth, has acquired East Yorkshire-based IFA Marchant McKechnie. The acquisition brings more than £1.4m in annual revenue to KW Wealth. KW Wealth changed its name from European Wealth in September. European Wealth buys £120m Towry client book Marchant McKechnie will continue to operate from its existing office in […]

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Graham Bentley: Why it’s worth revisiting structured products

Structured products could provide an alternative to targeted absolute return funds if advisers are prepared to look beyond their recent past. Last month I opined on targeted absolute return funds, suggesting that more than half the products struggled to beat their bare minimum objectives, let alone their benchmarks, more than half the time. Our research […]

Allow partial transfers, schemes told

Three quarters of trustees and employers believe that all schemes should offer partial transfers, according to a new survey from consultancy XPS Pensions Group. At its conference yesterday, the firm polled more than 450 trustees and employees, with 75 per cent saying that would back making all schemes allow partial transfers. More than half said […]

Pension savings-2015

Overseas transfer charge

By Jim Grant, Senior Product Insight & Technical Support Analyst, Royal London Transfers to overseas pension schemes are not recognised transfers unless the transfer is to a Qualifying Recognised Overseas Pension Scheme (QROPS). A transfer to an overseas pension scheme that isn’t a QROPS is therefore an unauthorised payment and taxed accordingly. However, even if the […]

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