New tax rules are forcing many to make a decision. Portugal’s Non-Habitual Resident rules (NHR) were introduced by the Portuguese government to encourage ‘better off’ foreign nationals to move to …
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MiFID- One ‘Adviser’, Multiple Regulators and the Law
We have previously written about Brexit and British pensions and MiFID requirements for advice into Europe but how does this all affect the mobile international worker? The largest misconceptions lie around the fact …
Aisa International Prague Office- Ukraine
In a demonstration of solidarity with the beleaguered people of the Ukraine, both Aisa International and the OpesFidelio advisory network it operates across the EU, will no longer be accepting …
Final Salary Pension Transfer Critical Advice
What does it mean for a pension member of a final salary pension scheme to receive a positive recommendation and why has the UK regulator, the Financial Conduct Authority, deemed …
Aisa International- MiFID- Securities Trader, European Portfolio Manager
Aisa International s.r.o., which also works under the trading style OpesFidelio and Tailormade Pensions is a MiFID- Securities Trader and European Portfolio Manager. The company received formal notification from the …
QROPS- Restrictions on transfers from November 30th 2021
QROPS transfers are mentioned in the conclusions of the DWP into Occupational and Personal Pensions that was published yesterday afternoon. QROPS- Residency Requirements I would like to bring your attention to paragraph …
Chartered Financial Planner
Aisa Financial Planning has just renewed its Chartered Financial Planner status for another year. This is on top of being separately listed as a Finalist in the prestigious Money …
British Citizens Retiring in the EU
Since Brexit the subject of British citizens retiring in the EU, and the new hoops they have to jump through as they are no longer EU citizens, has been a …
Insistent Clients and Final Salary Pensions
I was reading a discussion about insistent clients and final salary pension schemes on social media the other day. On one side were the regulated pension transfer specialists and on …
Investment and pension free advice
The investment and pension free advice scam. Warren Buffet’s ‘Price is what you pay, value is what you get’ comment is understood by everyone, but do people think about this …