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 …
TOP STORIES
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 …
UK Pensions
While there are many things to arrange when moving to another country, UK pensions are probably not high on the list of things to review. However, this does not mean …
Moving to Spain
Whatever happens with Brexit, there will be still be a lot of Brits that will consider moving to Spain. People moving to Spain will invariably get contacted by an offshore …
How Much Do I Need To Retire ?
If you are approaching retirement then a key question is ‘How much do I need to retire and for how long will it last?’. The latter part of the question …
DeVere Group has agreed to sell its South Africa business
Update 20th December 2019 Since posting this blog, Moneyweb in South Africa have published an update on the story. While we cannot comment on the contents, it does reinforce the …
Offshore Insurance Bonds- Spain
Offshore insurance bonds have been one of the most widely sold investment wrappers sold , predominately, to British expats as being a tax …
OLD MUTUAL INTERNATIONAL IS CHANGING ITS NAME
Old Mutual International made an announcement regarding its change of name to Quilter International as follows- ”Old Mutual International will change its name to Quilter International in 2020 to reflect …
The Aisa Group celebrates its 20th Anniversary
The Aisa story started in 1999 when Aisa Financial Planning Ltd obtained its UK authorisation on 19th September 1999. From inception, James Pearcy-Caldwell and Clive Tutton shunned the high initial …
Thomas Cook Update
On Monday 23rd September, Thomas Cook went into liquidation, further to our blog yesterday. For those still on a Thomas Cook holiday the return flight will be via another airline …
Thomas Cook Pension
The not entirely unexpected announcement that Thomas Cook has gone into liquidation, cancelling all flights immediately today, raises inevitable questions about the Thomas Cook Pension. Not another British Steel fiasco …