The 2017 Professional Adviser Retirement Planner Awards results were announced on Tuesday 20th June 2017, and our very own Aisa Professional, part of the Aisa Group, won. Chaired by Deborah Benn, …
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Pan-European Personal Pension Product (PEPP)
The Pan-European Personal Pension Product is a new EU pension,announced by Brussels on 29th July 2017, as an initiative to encourage saving for retirement. Pan-European Personal Pension Product will allow people …
April 2017 Investment Returns
Investment report – April 2017 Portfolio April 2017 Investment Returns have been good. This article examines why this has been, where we currently are, and the considerations for the coming …
FCA Pension Transfer Consultation
The FCA released its long awaited FCA Pension Transfer Consultation document on 21 June 2017 The FCA states “The FCA proposals aim to reflect the current environment and the increased demand …
UCIS in QROPS or SIPPs
UCIS investments stand for Unregulated Collective Investment Schemes often sold within other products. For example, UCIS in QROPS or Sipps or overseas insurance bonds (aka investment bonds). In the UK, …
Offshore financial advice in the post-ROPS, super-transparent era
Where not to invest in 2017 For offshore financial advice things started to change in 2015 with pension freedoms introduced, but what has probably killed ROPS (QROPS) outside of the …
International Adviser Best Practice Adviser Award 2017
The Old Mutual International International Fund & Product awards revealed the International Adviser Best Practice Adviser Award 2017 results on 3rd May at the prestigious Four Seasons Hotel on Park Lane in …
UK Pension Transfers
UK Pension Transfers Statement of the obvious, but those considering UK pension transfers should do so only after consideration of the facts. UK members of pensions are being recommended overseas …
Who should transfer their UK Pension?
The questions arising about who should transfer their UK pension from a final salary scheme is something we see daily in articles, blogs and adverts. I have recently heard of …