A QROPS helps save tax is an often suggested reason for transferring a pension outside of the UK. Is this true though? In fact, whether a QROPS helps save tax …
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The Move to Transparency – Industry to Profession
Transparency as part of financial planning is something we have talked about before . For those, like me, that started in the finance industry in the late 1980s, moving abroad to …
Chartered Insurance Institute
As the premier professional body for the insurance and financial planning professions, the Chartered Insurance Institute promotes higher standards of integrity, technical competence and business capability. With 125,000 members in …
Who is the client?
Again, who is the client? While it is always best to start with a positive message, when writing a blog, sometimes it is difficult. Another unholy pension mess lands on …
Chartered Financial Planners logos | TailorMade Pensions
The Chartered Financial Planners logos have been updated by the Chartered Insurance Institute (CII) and apply to individuals and corporate Chartered members. The Yardsick Agency have produced a handy checklist …
Free Financial Advice
The offer of free financial advice has been a bugbear of ours since the 1990s. The recent announcement by British Gas, and other utility companies, stating that the increase in …
Investment Liquidity
I feel compelled to follow up my old article about Investment Liquidity originally written and published in International Adviser several years ago. My concerns, and many predictions, have come to …
Holistic Financial Planning
This is an update of an article about holistic financial planning that I wrote for International Adviser exactly 4 years ago. There have been a lot of changes since, pension …
QROPS Exit Penalties
I have written this article, QROPS exit penalties, following a recent enquiry we received, combined with the recent UK Government proposals to ban excessive charges linked to the transfer of …
International SIPP versus SIPP review
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 …