If you are approaching retirement then a key question is ‘How much do I need to retire and for how long will it last?’. The latter part of the question …
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DeVere Group has agreed to sell its South Africa business
Update 20th December 2019 Since posting this blog, Moneyweb in South Africa have published an update on the story. While we cannot comment on the contents, it does reinforce the …
Offshore Insurance Bonds- Spain
Offshore insurance bonds have been one of the most widely sold investment wrappers sold , predominately, to British expats as being a tax …
OLD MUTUAL INTERNATIONAL IS CHANGING ITS NAME
Old Mutual International made an announcement regarding its change of name to Quilter International as follows- ”Old Mutual International will change its name to Quilter International in 2020 to reflect …
The Aisa Group celebrates its 20th Anniversary
The Aisa story started in 1999 when Aisa Financial Planning Ltd obtained its UK authorisation on 19th September 1999. From inception, James Pearcy-Caldwell and Clive Tutton shunned the high initial …
Thomas Cook Pension
The not entirely unexpected announcement that Thomas Cook has gone into liquidation, cancelling all flights immediately today, raises inevitable questions about the Thomas Cook Pension. Not another British Steel fiasco …
Spain- Insurance bonds in pensions, is there a tax advantage?
If you have just been recommended to take out insurance bonds in pensions from RL360, OMI , SEB , Generali , Investors Trust , Friends Provident International , Prudential International and …
What can I do with my Gibraltar QROPS?
A colleague of mine in Aisa International, a registered adviser in South Africa, is now coming across a number of ‘disgruntled’ Gibraltar QROPS investors in South Africa. The concerns seem …
Malta Pensions- Can IDD advisers still instruct Malta Pension Trustees?
Malta Pensions, specifically QROPS, have come into the spotlight this month. The new rules, covered here , explain how you, the investor, will benefit from understanding them. Indeed you will …