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 …
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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 …
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 …
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, …
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 …
FCA Pension Transfer Consultation
The FCA released its long awaited FCA Pension Transfer Consultation document on 21 June 2017 The FCA states “The FCA proposals aim to reflect the current environment and the increased demand …
Offshore financial advice in the post-ROPS, super-transparent era
Where not to invest in 2017 For offshore financial advice things started to change in 2015 with pension freedoms introduced, but what has probably killed ROPS (QROPS) outside of the …
International Adviser Best Practice Adviser Award 2017
The Old Mutual International International Fund & Product awards revealed the International Adviser Best Practice Adviser Award 2017 results on 3rd May at the prestigious Four Seasons Hotel on Park Lane in …