Where to Invest your money? Many of the economies of the world appear to be heading into recession as 2020 approaches. Indeed, in 2019 the news about recession appears to …
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What can I do with my Gibraltar QROPS?
A colleague of mine in Aisa International, a registered adviser in South Africa, is now coming across a number of ‘disgruntled’ Gibraltar QROPS investors in South Africa. The concerns seem …
Malta Pensions- Can IDD advisers still instruct Malta Pension Trustees?
Malta Pensions, specifically QROPS, have come into the spotlight this month. The new rules, covered here , explain how you, the investor, will benefit from understanding them. Indeed you will …
Money Purchase Annual Allowance (MPAA) and QROPS
QROPS, just like pensions in the UK, allow access to capital and income from the age of 55. A quick scour of the internet will show you that many websites, …
Malta QROPS- New Rules From July 2019
New rules, for Malta QROPS advice, come into effect from 1st July as reported here in International Investment. TailorMade Pensions disagrees with the use of insurance bonds or insurance platforms …
Beware the Tutti-Frutti Adviser
I recall a seminar, many years ago, about investment trusts. I think I had been an IFA only a couple of years at the time and this was when I …
Access Your QROPS Within 5 Years
If you wish to access your QROPS in less than 5 years then there can be issues. I was recently advised of a case of someone accessing a QROPS within …
Personalised Portfolio Bonds
International Adviser have just posted an article I wrote about the effective use of Personalised Portfolio Bonds and have created questions for CPD submission. However, it is worth restating that …
Do you have a 401k Pension and live outside of the USA?
If you are a US Citizen, or have worked in the US, and accrued funds in a 401k you may find it difficult to get advice on your pension if …
Don’t Just Do Something – Stand There!
Fund Advice & Pension Advice Fees A UK Chartered Financial Planner was on Twitter referring to ‘Tweet O’ the Week’, by another Chartered Financial Planner. The tweet said ‘ Why …