If you are approaching retirement then a key question is ‘How much do I need to retire and for how long will it last?’. The latter part of the question …
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DeVere Group has agreed to sell its South Africa business
Update 20th December 2019 Since posting this blog, Moneyweb in South Africa have published an update on the story. While we cannot comment on the contents, it does reinforce the …
The Aisa Group celebrates its 20th Anniversary
The Aisa story started in 1999 when Aisa Financial Planning Ltd obtained its UK authorisation on 19th September 1999. From inception, James Pearcy-Caldwell and Clive Tutton shunned the high initial …
What can I do with my Gibraltar QROPS?
A colleague of mine in Aisa International, a registered adviser in South Africa, is now coming across a number of ‘disgruntled’ Gibraltar QROPS investors in South Africa. The concerns seem …
Beware the Tutti-Frutti Adviser
I recall a seminar, many years ago, about investment trusts. I think I had been an IFA only a couple of years at the time and this was when I …
Access Your QROPS Within 5 Years
If you wish to access your QROPS in less than 5 years then there can be issues. I was recently advised of a case of someone accessing a QROPS within …
Malta QROPS- New Rules in Force
All change this year for Malta QROPS, Malta Financial Services Authority (MFSA) have published revised Pension Rules, which take effect from the 1st January 2019. We will cover a couple …
Beacon Global to help Aisa Int’l accommodate US expats
Beacon Global Group Europe, a Netherlands-based wealth adviser network specialising in looking after American expats, has entered into a strategic agreement to assist the international arm of Aisa Group with …
Pumpkin Competition
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 …