The Old Mutual International International Fund & Product Awards 2016 results were announced on Wednesday 12th October at the prestigious Four Seasons Hotel on Park Lane in London. This was the 17th …
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International Adviser Awards 2016
International Adviser Awards 2016 – Excellence in Client Service The International Adviser event, held at the Waldorf Hilton, London on 21st September 2016 turned out to be very rewarding for …
10 Reasons to use a QROPS- the facts and the myths (1)
10 Reasons to use a QROPS- the facts and the myths There are lots of websites that refer to “10 Reasons to use a QROPS”, or variations on that number, …
Aisa International – OpesFidelio win Best Adviser Firm Europe
At the International Adviser Awards 2016. Aisa International – OpesFidelio network won the prestigious Best Adviser Firm in Europe award with tough competition from some of the largest European focused …
QROPS, BCE and the Lifetime Allowance Charge
Visit many QROPS websites and the Lifetime Allowance Charge is cited as a reason to transfer from the UK, even where funds are nowhere near the current allowance. The reason …
Brooklands SIPP Trustees – IVCM review
Brooklands SIPP trustees went into administration in July 2016. Whilst it would be easy to say that TailorMade never recommended Brooklands trustees, that does not help those clients of firms …
Malta QROPS , the licenses needed by IFAs
This is a warts and all assessment of what should be checked when considering IFAs that advise on Malta QROPS. Malta QROPS offer flexible pensions access, like UK pensions, being …
Product News – STM QROPS
STM Group which own STM QROPS have announced that their STM Malta Pension Contract Plan is now listed on the HMRC ROPS website This is a contract based pension, rather …
Offshore Independent Financial Adviser
What is an offshore independent financial adviser (Offshore IFA) ? Is it just a buzzword and, in regulated financial services, does independence actually mean independence in reference to the term …
EU rules on PRIIPS- Brexit will not affect this!
However you voted in the EU Brexit referendum, there will always be some legislation that is to the benefit of the consumer that is to be welcomed by all sides …