Guaranteed Benefit Pension Transfers to QROPS and SIPPs There has been a leap in requests for final salary reviews and pension transfers to QROPS and SIPPs, driven by the high …
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QROPS in Spain
This is a warning about the use of QROPS in Spain which have been a significant focus of overseas expat advisers known as IFAs. Given the large numbers of UK …
EU new tax avoidance law – review
EU new tax avoidance law targets Cayman, offshore and Channel Island schemes With BREXIT it is always worth noting new laws such as the EU new tax avoidance law which …
Retirement Planner Awards | 2017
The 2017 Professional Adviser Retirement Planner Awards results were announced on Tuesday 20th June 2017, and our very own Aisa Professional, part of the Aisa Group, won. Chaired by Deborah Benn, …
Pan-European Personal Pension Product (PEPP)
The Pan-European Personal Pension Product is a new EU pension,announced by Brussels on 29th July 2017, as an initiative to encourage saving for retirement. Pan-European Personal Pension Product will allow people …
April 2017 Investment Returns
Investment report – April 2017 Portfolio April 2017 Investment Returns have been good. This article examines why this has been, where we currently are, and the considerations for the coming …
FCA Pension Transfer Consultation
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 …
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 …