Meet Aisa’s new financial adviser. Mr P Umpkin If looking into your finances scares you, if you don’t want a fright when you come to your retirement or if thinking …
Do you have a 401k Pension and live outside of the USA?
If you are a US Citizen, or have worked in the US, and accrued funds in a 401k you may find it difficult to get advice on your pension if …
Don’t just do something- Stand there!
A UK Chartered Financial Planner was on Twitter referring to ‘Tweet O’ the Week’, by another Chartered Financial Planner. The tweet said ‘ Why am I paying you to tell …
Expats, Residency and Schengen
For those people who currently live in the Schengen Zone within the EU, but still have close connections with the UK, then Brexit could throw up a googly! This is …
Pension Transfers and Triage
Pension transfers are actually a lot simpler to advise in concept than they are in reality. However, the ultimate outcome of a pension transfer discussion may be that the best …
QROPS in Spain- Do they Make Sense?
QROPS in Spain -Many expats have taken advice and established a QROPS while in Spain. Some may have made a profit since the transfer but we suspect many thousands have …
Investment Review July 2018
July Newsletter 2018 Economic Update and Investment Review The second quarter of 2018, similar to the first, was filled with news that we would like to call surprising but should …
Insurance Bonds in the US Debacle
We are following up on our previous blogs about US residents with British pension schemes and our consideration of USA tax on QROPS . The fact is that a product has been …
Chartered Financial Planners logos are changing
The Chartered Financial Planners logos have been updated by the Chartered Insurance Institute (CII) and apply to individuals and corporate Chartered members. The Yardsick Agency have produced a handy checklist …
Retirement Planner Awards 2017
The Professional Adviser Retirement Planner Awards 2017 results were announced on Tuesday 20th June 2017, and our very own Aisa Professional, part of the Aisa Group, won. Chaired by Deborah Benn, …
TOP STORIES