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 …
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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 …
Personalised Portfolio Bonds
International Adviser have just posted an article I wrote about the effective use of Personalised Portfolio Bonds and have created questions for CPD submission. However, it is worth restating that …
Pumpkin Competition
Meet Aisa’s new financial adviser. Mr P Umpkin If looking into your finances scares you, if you don’t want a fright when you come to your retirement or if thinking …
Do you have a 401k Pension and live outside of the USA?
If you are a US Citizen, or have worked in the US, and accrued funds in a 401k you may find it difficult to get advice on your pension if …
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 …