Management teams have a corporate responsibility to act in the long-term interests of their company and its shareholders. However, the current investment climate – increasingly uncertain, with higher market volatility than that seen over the last couple of years – tends to encourage short-termism and a focus on returning cash to shareholders, in many cases […]
New research has proven the positive impact that protection, health and wellbeing (PH&W) benefits have upon a business.
Non-advised business models will be in the crosshairs of politicians and regulators no matter the outcome of this week’s general election, Money Marketing understands. Ros Altmann – who is to be made a Conservative peer and appointed minister for consumer protection if the Tories form a Government – says she will explore banning commission entirely. […]
Advisers and planners do not need to be reminded to fulfil CPD requirements if they wish to retain their Statement of Professional Standing. Making sure an effective training and competence plan is in place is a key part of successful business practice. But what about paraplanners? How many firms include paraplanners and support staff in […]
Using an investment wrapper set up by a life insurance company in a jurisdiction with a favourable tax regime, such as the Isle of Man or Dublin, opens up a wealth of planning opportunities. Investors benefit from growth that is largely free of tax as no tax is imposed on the income and gains in […]
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