Defined Benefit complaints- What is a Sign Off? Since the UK introduced ‘Pensions Freedoms’ in April 2015, it has been a requirement for UK pensions with ‘Safeguarded Benefits’ to be …
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Pension transfers, QROPS and Inheritance Tax
Pension transfers, QROPS and Inheritance Tax are often a key discussion point for expats that have UK pensions but there are occasions where the unaware could end up paying the …
Aisa International’s Czech Branch registered agent of Aisa UK IFA.
Awards- Aisa International’s Czech Branch now registered as an agent of Aisa UK IFA. At the end of an eventful few weeks, Aisa International has become the first financial …
QROPS, BCE and the Lifetime Allowance Charge
Visit many QROPS websites and the Lifetime Allowance Charge is cited as a reason to transfer from the UK, even where funds are nowhere near the current allowance. The reason …
Malta QROPS , the licenses needed by IFAs
This is a warts and all assessment of what should be checked when considering IFAs that advise on Malta QROPS. Malta QROPS offer flexible pensions access, like UK pensions, being …
Offshore Independent Financial Adviser
What is an offshore independent financial adviser (Offshore IFA) ? Is it just a buzzword and, in regulated financial services, does independence actually mean independence in reference to the term …
EU rules on PRIIPS- Brexit will not affect this!
However you voted in the EU Brexit referendum, there will always be some legislation that is to the benefit of the consumer that is to be welcomed by all sides …
QROPS and a Pension Returning to the UK- Part One- the Expat Returns
An expat that transferred a pension to a QROPS, in all likelihood, did so as there was no intention to retire in the UK. Although there are surely question …
Pensions Freedom
Pensions Freedom, an Alternative View Much has been written in the press about the changes to the way you can access your pension fund through Pensions Freedom. In some of …
OF Adviser view
The FT waves the flag for fee based advice offshore which benefits our OpesFidelio network members ( OF Adviser ) There was an interesting article in the Financial Times claiming …