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 …
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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 …
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 …
Cash in Your Pension
Cash in your Pension Cash in your pension and use the money NOW, scream the adverts, and give your loved ones access to funds when you are gone. It sounds …
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 …
EU new tax avoidance law – review
EU new tax avoidance law targets Cayman, offshore and Channel Island schemes With BREXIT it is always worth noting new laws such as the EU new tax avoidance law which …
Retirement Planner Awards | 2017
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, …
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 …