Find your lost pension Over a working lifetime in the UK, it is a fact that a lot of people lose track of some of the pension plans they accumulated …
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EU bid to ban financial product commissions faces resistance
On the 17th January, 2023, International Adviser ran an article about the possible EU ban of commissions on products sold by banks and insurance companies . Part of the text …
MiFID- One ‘Adviser’, Multiple Regulators and the Law
We have previously written about Brexit and British pensions and MiFID requirements for advice into Europe but how does this all affect the mobile international worker? The largest misconceptions lie around the fact …
Queen Elizabeth II
Every so often something momentous happens. The death of Queen Elizabeth II is an event that impacts on the world, whilst also having a particular resonance with most British and …
Aisa International Prague Office- Ukraine
In a demonstration of solidarity with the beleaguered people of the Ukraine, both Aisa International and the OpesFidelio advisory network it operates across the EU, will no longer be accepting …
Final Salary Pension Transfer Critical Advice
What does it mean for a pension member of a final salary pension scheme to receive a positive recommendation and why has the UK regulator, the Financial Conduct Authority, deemed …
EU Investment- MiFID Qualified
For any adviser or adviser firm considering applying for a MiFID (Markets in Financial Instruments Directive) licence in the European Economic Area (EEA), we have a precautionary tale of commitment …
Spanish Wealth Tax- UK pensions
Have you heard the latest offshore IFA grift warning people about how a British pension is now subject to Spanish Wealth Tax post-Brexit? Not only that, the advice to avoid …
Aisa International- MiFID- Securities Trader, European Portfolio Manager
Aisa International s.r.o., which also works under the trading style OpesFidelio and Tailormade Pensions is a MiFID- Securities Trader and European Portfolio Manager. The company received formal notification from the …
QROPS- Restrictions on transfers from November 30th 2021
QROPS transfers are mentioned in the conclusions of the DWP into Occupational and Personal Pensions that was published yesterday afternoon. QROPS- Residency Requirements I would like to bring your attention to paragraph …