White paper: International Benefits Management – managing your global benefits strategy
Flexible benefits platforms are becoming increasingly popular, with 80% of employers with more than 100 employees offering some form of flexible benefits scheme, compared with just 11% a decade ago. However, global mobility of employees is on the rise, with nearly 57 million expats predicted by 2017, which can add further complexity to your picture.
Retirement Advantage has appointed former FCA senior associate David Forsdyke as head of compliance for its equity release division. At the regulator, Forsdyke was part of the team responsible for implementing the Mortgage Market Review. He was previously a director of equity release advice firm Argent Sage. Retirement Advantage equity release managing director Tom Evans […]
Jelf Employee Benefits looks at some of the key considerations employers should think about when reviewing and choosing a flexible benefits provider. Choosing the right benefits for your employees is one thing but delivering a successful employee benefits strategy is about understanding the complete picture and delivering it in a personalised way so that it resonates with each and every individual in your business.
A lack of understanding, not regulation, is holding back the equity release market in the UK, providers and advisers say. This week the regulator announced it will be investigating whether regulation is hampering demand for equity release products. Speaking at an FCA conference in London, FCA director of strategy and competition Christopher Woolard called the […]
The Foreign Office should lobby the US to scrap litigation against the Royal Bank of Scotland, according to Treasury select committee member Jacob Rees-Mogg. RBS is facing $8bn (£5bn) worth of fines over mortgage-backed securities sold in the US before the financial crisis. The Telegraph reports Conservative MP Rees-Mogg asked the bosses of UK Financial […]
The heralding of a new year is often positioned as an opportunity to make commitments for the next 12 months. People have the best of intentions as they declare they will exercise more, have a better diet or be kinder. Inevitably, as tumultuous events begin to unfold, however, these promises often fall by the wayside. […]
Beaufort Financial’s Nottingham director Gurmit Nahal on why she outsources investment management and how it enables her to focus on holistic financial planning and strategic oversight of portfolios Do you take care of your investment management in-house, outsource it to a third party or combine both approaches? Why do you do it that way?We outsource […]
Ahead of her appearance at Money Marketing’s flagship conference, Money Marketing Interactive this April, CISI award winner Rebecca Aldridge looks at making numbers more exciting and getting advisers and fund managers on the same page What one word or phrase do you think sums up the state of the financial planning profession today? Over-doing disclosure. Well-intentioned […]