A useful pension scam predictor has been launched by an organisation called Help and Advice. Many people with UK pensions have fallen victim to a pension scam and this step …

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A useful pension scam predictor has been launched by an organisation called Help and Advice. Many people with UK pensions have fallen victim to a pension scam and this step …
Offshore bonds and SIPPs have been heavily sold to non-UK residents that have UK pensions- marketed as International SIPPs – often as tax efficient or offering some benefit that simply …
Transferring to an International SIPP is the subject of a 2nd December 2020 FCA alert . The FCA state- Overseas advisory firms often invest consumers’ pension funds through an offshore …
The International Adviser Awards took place last week and the winners of the Best Practice awards were announced. Aisa Financial Planning won International Adviser’s Excellence in Investment Planning. The …
A UK pension transfer to an Occupational QROPS seems to be a new red flag in the non-UK advice sector. So-called advisers target British expats or others who hold UK …
Many expats are never told about Double Taxation Treaties as part of Expat Financial Advice that they receive. Why not? Because it is easier to suggest there is a problem …
Coronavirus Investment Performance during 2020 and where to invest has been a key topic for all of us in our Investment team. Our portfolios have been running for 11 years, …
If you are interested in knowing about QROPS and the Lifetime Allowance, currently £1,073,100, then this is the article should be of interest. Understanding how this works this could save …
I have seen a few comments on forums and websites, especially overseas expats and their advisers, that do not understand how the Lifetime Allowance at 75 applied to UK pensions. …
A recent article in the FT Adviser covered concerns about pension scams and unregulated illiquid investments as a result of pension transfer advice that originated in the UK. This is …