QROPS trustees Most QROPS are trusts, run by people who should have a responsibility to the pension holders. These people are called trustees, but what are the QROPS trustee duties? What …
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SIPP Planner of the Year
SIPP Planner of the Year Award John Reid of Aisa Professional won the prestigious SIPP Planner of the Year Award 2017 at the Financial Planner of the Year Awards …
International Investment Awards 2017
International Investment Awards 2017 The International Investment Awards 2017 were held at the Millenium Mayfair Hotel, Grosvenor Square, London and winners in the 18th International Fund & Product Awards 2017 …
MiFID II and Transparent Fees for Expats
MiFID II and Transparent Fees for Expats We have mentioned MiFID II and transparent fees for expats in a previous blog , and the effects on the advice within the EU. …
Final Salary Pension Advice- Expats Part 2
I recently wrote a blog called Final Salary Pension Advice , raising concerns that some expats (or perhaps many) obtain final salary pension advice without actually speaking to a UK adviser. …
US Expats with UK Pension Schemes
There are numerous internet sites offering US Expats with UK Pension Schemes advice about their options. However, we have real concerns about the use of “investment bond” wrappers and QROPS. …
Final Salary Pension Advice- Expats
When you consider the best options for your final salary pension advice, would you: Transfer your final salary pension without taking regulated advice? Transfer your final salary pension by allowing someone …
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 …