Malta QROPS features in the news regularly, a new issue has arisen with the removal of phased PCLS by at least one Malta QROPS provider. This could again place Malta …
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Malta QROPS- New Rules From July 2019
New rules, for Malta QROPS advice, come into effect from 1st July as reported here in International Investment. TailorMade Pensions disagrees with the use of insurance bonds or insurance platforms …
Pensions in Spain
We continue to get enquiries about pensions in Spain and specifically for advice in three main areas- Tax information requests, and best options for pensions in Spain. Advice on whether …
Beware the Tutti-Frutti Adviser
I recall a seminar, many years ago, about investment trusts. I think I had been an IFA only a couple of years at the time and this was when I …
Access Your QROPS Within 5 Years
If you wish to access your QROPS in less than 5 years then there can be issues. I was recently advised of a case of someone accessing a QROPS within …
Malta QROPS- New Rules in Force
All change this year for Malta QROPS, Malta Financial Services Authority (MFSA) have published revised Pension Rules, which take effect from the 1st January 2019. We will cover a couple …
Don’t Just Do Something – Stand There!
Fund Advice & Pension Advice Fees A UK Chartered Financial Planner was on Twitter referring to ‘Tweet O’ the Week’, by another Chartered Financial Planner. The tweet said ‘ Why …
Expats, Residency and Schengen | Expat Advice
For those people who currently live in the Schengen Zone within the EU, but still have close connections with the UK, then Brexit could throw up a googly! This is …
Pension Transfers and Triage | Expat Advice
Pension transfers are actually a lot simpler to advise in concept than they are in reality. However, the ultimate outcome of a pension transfer discussion may be that the best …
Age Pension Rules | Age Pension Rates
We are now 3 years on from the consultation – Freedom and Choice in Pensions but many have not been taking pensions advice Much has been made about the amount …