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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Offshore Investment

Switzerland under pressure to withdraw bank secrecy laws

Switzerland could be forced to re-examine the way its wealth management businesses operate as the country comes under increasing pressure to withdraw its banking secrecy laws.

clock 06 March 2009 •

Offshore Investment

Best of the web: Brown in G20 tax haven push

Gordon Brown has claimed his visit to the US this week has put him on the verge of winning international agreement on principles for banking regulation to put to the G20 summit on 2 April.

clock 06 March 2009 •

Offshore Investment

Movers and Shakers

Who has moved where in another busy week for the offshore sector?

clock 06 March 2009 •

Investment

We've work to do to regain IFA trust - Stan Life

Standard Life admits it needs to "recover" the trust of some advisers in the aftermath of its Sterling Pension fund disaster.

clock 06 March 2009 •

Offshore Investment

Mainland KSF savers still waiting for money back

Almost 5,000 payments to savers in Kaupthing Singer & Friedlander (KSF) are still outstanding despite a government swoop to reimburse savers five months ago.

clock 06 March 2009 •

Your profession

IFA marketing roadshows launched

A series of roadshows geared toward helping advisers improve their marketing is set to be hosted by Scottish Provident.

clock 06 March 2009 •

Technology

Concerns raised over life company risk tools

An adviser has urged caution over the use of life company risk tools to design client portfolios after concerns surfaced about Zurich's Risk Profiler.

clock 06 March 2009 •

uncategorised

Lloyds shares soar as Govt plans to increase stake - papers

Shares in Lloyds, the bank group which rescued HBOS, soared by 7.4% in early trading today as it emerged the Government was on the verge of increasing its stake in the bank from 43% to about 60% reports The Times .

clock 06 March 2009 •

Offshore Investment

New Zealand cheapest destination for expats

New Zealand has topped a list of the cheapest destinations for expats with the cost of living a third less than the UK.

clock 06 March 2009 •

Investment

SIPP investors turning to gold

SIPP investors are showing a marked increase in gold bullion as a way to hedge against the recession, according to The IPS Partnership.

clock 06 March 2009 •
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