Spring Budget changes pension transfer advice
Last month’s spring budget had been trailed and the expectation was for a return to the £1.8 million limit, previously from several years ago.
One ‘Adviser’, Multiple Regulators and the law
Since Brexit, providers and advisers often discuss the loss of passporting for UK based advisers into the EU or for EU based advisers into the UK.
EU solution for UK regulated advisers
Can you be all things to all advisers? This was the question we posed ourselves 3 months ago about our network OpesFidelio. Our competitors are innovating, and we want to stay ahead of the pack. What about new advisers just starting out or advisers, based outside the EU, who have just a few clients to […]
FINDING A HOME WITH OPESFIDELIO
An adviser’s inside view of Europe’s most exclusive network.