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 …
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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 …
Shell Pension Scheme
The Shell Pension Scheme, the non-UK scheme being the Shell Overseas Contributory Pension Fund, seems to have become a target for pension scammers and poor advice. We outline some simple …
Pension Scams- what you can do to avoid them (Part 1)
Pension scams have been rife since the implementation of A Day. They are so sophisticated now that their marketing and paperwork can appear legitimate to all those other than a …
Budget 2017
There was considerable discussion about how the British Chancellor Philip Hammond would approach the annual UK Budget 2017. Among many predictions, personal financial commentators focused on possible restrictions on the …
UAE – SIPPs and QROPS
UAE – SIPPs and QROPS has become a key search term on websites and we thought we would look into this in more detail. We undertook a little bit of …
Spanish lawyer pursues life insurance bond providers
After the collapse of one of Europe’s biggest pension transfer facilitators, Continental Wealth Management (CWN), an Alicante-based advisory firm who reportedly operated through German-based Trafalgar international, Spanish lawyers have advised …