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DeVere: targets Europe for development, names Nigel Green’s son regional head

By: Helen Burggraf | 25 May 2017

The deVere Group, which is coming to the end of a “comprehensive strategic review” announced in March, has announced plans to “extensively expand and develop” its operations…

STM AGM: ‘considerable interest’ in new Int’l SIPP

By: Helen Burggraf | 24 May 2017

STM Group, the Gibraltar-based, AIM-listed provider of QROPS and other pension products and corporate services, said it has witnessed “a significant uplift in business” for its UK operation…

US Labor Secretary says Fiduciary Rule to go ahead on 9 June

By: Helen Burggraf | 23 May 2017

The controversial US “Fiduciary Rule”, which would require brokers and others advising on retirement products in the US to act in their clients’ best interest, will begin…

Warning of expat exodus in wake of Cayman pension law reforms

By: Helen Burggraf | 23 May 2017

Recent reforms by the Cayman Islands government to its pensions laws, which the government has defended on grounds that they will bring the country’s pensions regime in line…

Isle of Man unveils ‘guidance note’ on collective investment scheme governance

By: Helen Burggraf | 23 May 2017

The Isle of Man Financial Services Authority has unveiled what it is calling a “Draft Guidance Note” on how collective investment schemes should best be regulated in the…

UK Serious Fraud Office ‘seeks info from storage pod scheme investors’

By: Helen Burggraf | 22 May 2017

The Serious Fraud Office has today announced that it is urging storage pod investment scheme investors in the Capita Oak Pension and Henley Retirement Benefit schemes, self-invested…

Simon Willoughby leaving Utmost Wealth, in wake of ‘restructure’

By: Helen Burggraf | 17 May 2017

Simon Willoughby, head of proposition at Utmost Wealth Solutions, the Isle of Man-based insurance-based investment product provider that was created out of AXA Isle of Man, is…

Dangers for the unadvised in using out-dated investment theories

By: Paul Stanfield, Chief Executive, FEIFA, Secretary General, FECIF | 12 May 2017

There have been numerous studies over the years that have shown the value of good quality financial advice – including the perhaps unsurprising finding that those who receive…

UK pension transfers and double tax agreements: opportunity, or false promise?

By: Gerry Brown, Tax Commentator | 10 May 2017

Ever since March 8, when UK chancellor Philip Hammond announced a new 25% tax on most pension transfers out of the UK, social media venues like LinkedIn…

Montfort Int’l: ‘QROPS clients since 2006 should ‘review their advice’

By: Helen Burggraf | 09 May 2017

Montfort International, a Guildford, England-headquartered advisory firm which has specialised in UK pension transfers to Australia and New Zealand, is urging “former members of UK pensions who…

HMRC to suspend ROPS list, ahead of crucial 5th June update

By: Helen Burggraf | 21 Apr 2017

The suspense is building again among those in the business of transferring UK pensions internationally, with an announcement from HM Revenue & Customs that it plans to…

Looking after Aussies in America

By: Brett Evans | 20 Apr 2017

Recent US efforts to crack down on tax evasion through overseas accounts are catching out expatriates living there, particularly Australians with existing superannuation funds back home, according…

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