New tax rules are forcing many to make a decision. Portugal’s Non-Habitual Resident rules (NHR) were introduced by the Portuguese government to encourage ‘better off’ foreign nationals to move to …
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Aisa International- MiFID- Securities Trader, European Portfolio Manager
Aisa International s.r.o., which also works under the trading style OpesFidelio and Tailormade Pensions is a MiFID- Securities Trader and European Portfolio Manager. The company received formal notification from the …
FCA launch anti-Pension Scams and Unregulated Illiquid Investments crackdown
A recent article in the FT Adviser covered concerns about pension scams and unregulated illiquid investments as a result of pension transfer advice that originated in the UK. This is …
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 …
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 …
Pension Scams- what you can do to avoid them (Part 2)
This is the second part of the blog about Pension Scams and what you can do to avoid them. Pension Scams- what you can do to avoid them (Part 1) …
Who is the client?
Again, who is the client? While it is always best to start with a positive message, when writing a blog, sometimes it is difficult. Another unholy pension mess lands on …
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, …
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 …
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