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 …
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 …
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 …
Beacon Global to help Aisa Int’l accommodate US expats
Beacon Global Group Europe, a Netherlands-based wealth adviser network specialising in looking after American expats, has entered into a strategic agreement to assist the international arm of Aisa Group with …
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! | Pension 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 am I paying you to tell …
