I recently wrote a blog called Final Salary Pension Advice , raising concerns that some expats (or perhaps many) obtain final salary pension advice without actually speaking to a UK adviser. …
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US Expats with UK Pension Schemes
There are numerous internet sites offering US Expats with UK Pension Schemes advice about their options. However, we have real concerns about the use of “investment bond” wrappers and QROPS. …
Final Salary Pension Advice- Expats
When you consider the best options for your final salary pension advice, would you: Transfer your final salary pension without taking regulated advice? Transfer your final salary pension by allowing someone …
A QROPS Helps Save Tax
A QROPS helps save tax is an often suggested reason for transferring a pension outside of the UK. Is this true though? In fact, whether a QROPS helps save tax …
The Move to Transparency – Industry to Profession
Transparency as part of financial planning is something we have talked about before . For those, like me, that started in the finance industry in the late 1980s, moving abroad to …
Chartered Insurance Institute
As the premier professional body for the insurance and financial planning professions, the Chartered Insurance Institute promotes higher standards of integrity, technical competence and business capability. With 125,000 members in …
Who is the client?
Again, who is the client? While it is always best to start with a positive message, when writing a blog, sometimes it is difficult. Another unholy pension mess lands on …
Chartered Financial Planners logos | TailorMade Pensions
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 …
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 …