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 …
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Free Financial Advice
The offer of free financial advice has been a bugbear of ours since the 1990s. The recent announcement by British Gas, and other utility companies, stating that the increase in …
Investment Liquidity
I feel compelled to follow up my old article about Investment Liquidity originally written and published in International Adviser several years ago. My concerns, and many predictions, have come to …
Holistic Financial Planning
This is an update of an article about holistic financial planning that I wrote for International Adviser exactly 4 years ago. There have been a lot of changes since, pension …
QROPS Exit Penalties
I have written this article, QROPS exit penalties, following a recent enquiry we received, combined with the recent UK Government proposals to ban excessive charges linked to the transfer of …
International SIPP versus SIPP review
When is an SIPP not a SIPP ? – The International SIPP and Offshore SIPP explained The term SIPP has become synonymous with a UK pension in “offshore speak”, but …
The 18th International Fund & Product Awards 2017 Finalists
The International Fund and Products, Best Practice Awards 2017 are to be announced on 5th October at the exclusive Millennium Mayfair, London. This was the 18th annual awards and had, by all …
QROPS and SIPPS on IFA Websites
QROPS and SIPPS on IFA Websites I saw an interesting conversation on Twitter about what should not be on an IFA’s website, leading me to look at QROPS and SIPPs …
Pension Transfers to QROPS and SIPPs
Guaranteed Benefit Pension Transfers to QROPS and SIPPs There has been a leap in requests for final salary reviews and pension transfers to QROPS and SIPPs, driven by the high …
QROPS in Spain
This is a warning about the use of QROPS in Spain which have been a significant focus of overseas expat advisers known as IFAs. Given the large numbers of UK …