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 …
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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 …
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 …
Chartered Financial Planner
Aisa Financial Planning has just renewed its Chartered Financial Planner status for another year. This is on top of being separately listed as a Finalist in the prestigious Money …
Pension Increase Exchange-Beware the allure
A Pension Increase Exchange is a popular option for many that have accrued benefits in a final salary pension scheme. However, there are implications for the Lifetime Allowance (something we …
Insistent Clients and Final Salary Pensions
I was reading a discussion about insistent clients and final salary pension schemes on social media the other day. On one side were the regulated pension transfer specialists and on …
Investment and pension free advice
The investment and pension free advice scam. Warren Buffet’s ‘Price is what you pay, value is what you get’ comment is understood by everyone, but do people think about this …
Offshore Insurance Bonds Tax Position
Understanding the offshore insurance bonds tax position in the country where you are resident is very important. The offshore insurance bonds tax position is often compared to those benefits received …