The FCA released its long awaited FCA Pension Transfer Consultation document on 21 June 2017 The FCA states “The FCA proposals aim to reflect the current environment and the increased demand …
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UCIS in QROPS or SIPPs
UCIS investments stand for Unregulated Collective Investment Schemes often sold within other products. For example, UCIS in QROPS or Sipps or overseas insurance bonds (aka investment bonds). In the UK, …
Offshore financial advice in the post-ROPS, super-transparent era
Where not to invest in 2017 For offshore financial advice things started to change in 2015 with pension freedoms introduced, but what has probably killed ROPS (QROPS) outside of the …
International Adviser Best Practice Adviser Award 2017
The Old Mutual International International Fund & Product awards revealed the International Adviser Best Practice Adviser Award 2017 results on 3rd May at the prestigious Four Seasons Hotel on Park Lane in …
UK Pension Transfers
UK Pension Transfers Statement of the obvious, but those considering UK pension transfers should do so only after consideration of the facts. UK members of pensions are being recommended overseas …
Who should transfer their UK Pension?
The questions arising about who should transfer their UK pension from a final salary scheme is something we see daily in articles, blogs and adverts. I have recently heard of …
Finance Bill 2017 | Expat Advice
The Finance Bill 2017 has been trimmed down somewhat due to the proximity of the election. The opposition and the Government agreed to drop any contentious measures in order to …
Retire Overseas
Retiring Overseas A recently published document has warned expats needing financial advice that live in Spain, Canada, France, Dubai and Australia to be extra vigilant, as these are main centres where …
Expat Investment Advice
Expat Investment Advice Whether it be pensions, savings plans or lump sum investments, expat investment advice is a big industry. Given the number of people taking expat investment advice , …
FATCA equivalent to HMRC QROPS CRS reporting rules?
Similarities between HMRC QROPS , CRS reporting rules and the US FATCA have been made by the head of TMF pensions , Aisa Group has also been raising the issue …