Aisa Group

Best Practice | 1 Sep 17

IHT planning, nil rate bands and replacing pension scheme death benefits are some of the reasons life insurance needs to remain a core part of financial planning, according to Chris Lean, a chartered financial planner with Aisa International. Click through the slides below to see six key reasons advisers need to speak to clients about ensuring they are protected.

Best Practice | 22 Aug 17

The UK government’s decision to make pension transfers into recognised overseas schemes a statutory right has been welcomed by the industry, but experts caution that advisers will need real expertise to ensure clients don’t fall victim to scams.

Best Practice | 19 May 17

The realities of Mifid II are beginning to dawn as advisers across Europe start to realise that commission transparency will be led by product providers, which could leave them feeling a bit exposed, says Shane Wood, business development manager for European IFA network OpesFidelio.

Best Practice | 4 May 17

The first set of winners in International Adviser’s Best Practice Adviser Awards 2017 series were revealed on 3 May at the Waldorf London.

Best Practice | 3 May 17

Advisers looking to set up in Europe should avoid France and consider Portugal, a panel of industry experts said at International Adviser’s London event on Wednesday.