The Corporate Regulator in Australia announced, in a judgement on 6th Feb 2024, that Brite Advisors Pty Ltd was to be put into liquidation. (More to follow when we have …
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Find your lost pension
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 …
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 …
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 …
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 …
British Citizens Retiring in the EU
Since Brexit the subject of British citizens retiring in the EU, and the new hoops they have to jump through as they are no longer EU citizens, has been a …