Nowadays we are bombarded by facts and opinions as media has now evolved from traditional sources, such as newspapers, to instant online news and “information / advice”. However, the authenticity …
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IRS Announces End to Overseas Voluntary Disclosure Program
Overseas Voluntary Disclosure Program update Last Wednesday, 14th March the IRS announced that the Offshore Voluntary Disclosure Program (OVDP) will end on 28th September 2018, and be reduced with immediate …
British Expat Moving Abroad- Pension Contributions
A British expat query, from those that have contributed to pension schemes in the UK, is often about the possibility of continuing to contribute to UK pensions while outside the …
Financial Advice or Financial Products?
Last week our company met with an EU regulator as part of a set-up process, where they raised the question of how Financial Advice could be delivered and what type …
Final Salary Pension Transfer Advice
Final salary pension transfer advice has come under the spotlight more and more over the years. In the mid to late 90s, specialist pension exams were introduced and it became …
Pension Annuities
As annuity rates have been low for some time, are pension annuities as bad as some non-UK advice firms suggest? We regularly see the reasons for recommending a transfer from …
Pension Protection Fund- Carillion
The Pension Protection Fund will step in to protect those 28,000 members of the Carillion DB schemes as part of the assessment process once the liquidator is appointed to the …
Independent Financial Advice- Expats
Search the internet and you will find numerous websites that offer independent financial advice to expats. But are they offering independent financial advice?We find that many expats did not get …
Final Salary Pension Sign Offs
Are final salary pension sign offs actually advice about pensions or just sign offs? There is a difference. The Chartered Insurance Institute ( CII ) has recently issued all its members …
Happy MiFID II Day
Today is the launch date of MiFID II MiFID II is to ensure fairer, safer and more efficient markets and facilitate greater transparency for all participants. More information about MiFID II …