What Brexit will mean for expats and healthcare policies
Uncertainty ‘makes it difficult for UK retirees to plan for provisions’
Aisa Group
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Removing the back-office burden for advisers
It can reduce data errors and free up time – but only if done properly
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DB pension transfer guide only addresses part of the problem
Time limits for processing requests welcomed but it won’t alleviate the pressure on advisers
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Can IDD advisers still instruct Malta pension trustees?
Changes by the local regulator could cause significant problems for those with the ‘wrong’ licence
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Financial advisers on the state of the European life market
Client risks becoming ‘the loser’ due to shortage of country-specific, compliant products
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IFA network expands expat offering to Italy
It will offer financial advisory services to Brits in the Mediterranean country
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EU orders two-year delay on KID rules for Ucits funds
‘Investors now face being misled by Kids for years to come’ warns AIC chief executive
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What do the IoM disclosure exemptions mean for the industry?
The Isle of Man Financial Services Authority responds to key questions
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European pension plan’s ‘elephant in the room’
Europe is still not dealing with the tax treatment of Pan European Pension Products in its latest compromise deal to push the contentious product forward, the secretary general of a European lobby group has warned.
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Clients nearing retirement should ‘avoid insurance bonds’
People who are within five years of taking a pension should not be investing via non-income producing assets such as insurance bonds and wrappers or structured notes, according to OpesFidelio’s Chris Lean.
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Giving portfolio bonds the personal touch
Personalised portfolio bonds (PPBs) are tailor-made for expats moving from country to country, providing them with a wide range of investments and juicy tax breaks, says Chris Lean, chartered financial planner at Aisa International.
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Driving advice in Europe from sales to profession
Advisers in Europe need to embrace the hurricane of legislation that is about to hit them or risk “driving their business into a cul-de-sac with no reverse gear“, writes Chris Lean, a Czech-based chartered financial planner with Aisa International.