International Adviser Awards 2016 – Excellence in Client Service The International Adviser event, held at the Waldorf Hilton, London on 21st September 2016 turned out to be very rewarding for …
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Aisa International – OpesFidelio win Best Adviser Firm Europe
At the International Adviser Awards 2016. Aisa International – OpesFidelio network won the prestigious Best Adviser Firm in Europe award with tough competition from some of the largest European focused …
Life insurance or Critical Illness cover
Let’s be honest, this is an investment and pension website. We do not talk about Life insurance or Critical Illness cover normally. WHY NOW? Well, many of the advisers in …
Pension Scam Predictor
A useful pension scam predictor has been launched by an organisation called Help and Advice. Many people with UK pensions have fallen victim to a pension scam and this step …
Reasons to use a financial planner
If you think the reasons to use a financial planner are solely to beat the market, you’re sorely mistaken. This article provides some reasons to use a financial planner. Some …
Offshore Bonds and SIPPs
Offshore bonds and SIPPs have been heavily sold to non-UK residents that have UK pensions- marketed as International SIPPs – often as tax efficient or offering some benefit that simply …
Transferring to an International SIPP
Transferring to an International SIPP is the subject of a 2nd December 2020 FCA alert . The FCA state- Overseas advisory firms often invest consumers’ pension funds through an offshore …
Aisa Group wins International Adviser Awards 2020
The International Adviser Awards took place last week and the winners of the Best Practice awards were announced. Aisa Financial Planning won International Adviser’s Excellence in Investment Planning. The …
Beware the Occupational QROPS
A UK pension transfer to an Occupational QROPS seems to be a new red flag in the non-UK advice sector. So-called advisers target British expats or others who hold UK …
Financial Advice after Brexit – Blevins Franks
What should you be considering with regard to Financial Advice after Brexit – Blevins Franks makes some good points When you are receiving financial advice after Brexit – Blevins Franks …
UK Pension Transfers In Germany
We have found that British expats considering UK pension transfers in Germany who look at the Double Tax Treaty between the UK and Germany assume that the pension will be …
Double Taxation Treaties as part of Expat Financial Advice
Many expats are never told about Double Taxation Treaties as part of Expat Financial Advice that they receive. Why not? Because it is easier to suggest there is a problem …