QROPS were introduced as a result of A Day and Pension Simplification in 2006. I first became aware of an increase in the number of adviser adverts in about 2008/9. …
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Case Study of a Lump Sum High Return Investment
Case Study of a Lump Sum High Return Investment
Pension Annuities
As annuity rates have been low for some time, are pension annuities as bad as some non-UK advice firms suggest? We regularly see the reasons for recommending a transfer from …
Independent Financial Advice- Expats
Search the internet and you will find numerous websites that offer independent financial advice to expats. But are they offering independent financial advice?We find that many expats did not get …
Final Salary Pension Sign Offs
Are final salary pension sign offs actually advice about pensions or just sign offs? There is a difference. The Chartered Insurance Institute ( CII ) has recently issued all its members …
Tailormade’s Yearly Review | 2017
Happy New Year and all the best for 2018 from everyone at TailorMade Pensions. What a year 2017 was for us, and we hope it was good for you as …
Happy MiFID II Day
Today is the launch date of MiFID II MiFID II is to ensure fairer, safer and more efficient markets and facilitate greater transparency for all participants. More information about MiFID II …
EU Passporting
A recent article in International Adviser about EU passporting caught my eye. This was a case where the FCA have admitted that UK resident consumers may struggle to understand how …
Pension Scams- what you can do to avoid them (Part 2)
This is the second part of the blog about Pension Scams and what you can do to avoid them. Pension Scams- what you can do to avoid them (Part 1) …
What are ‘Packaged Retail Investment and Insurance-Based Products – PRIIPs’
Packaged Retail Investment and Insurance-Based Products – PRIIPs Packaged retail investment and insurance-based products (PRIIPs) is a broad category of financial assets that are regularly provided to consumers in the …