Aisa Group
Aisa Int’l embarks on new strategy starting with Czech branch
UK financial planning firm Aisa International has set up a branch in the Czech Republic following its registration as a Mifid tied agent, as part of the firm’s ambitious plans to set up further such branches in future.
Best Practice | 4 Oct 16
Industry divided on UK plans to relax pension transfer rules
The UK government’s plans to potentially scrap the current ‘advice safeguard’ on some overseas pension transfers has met with a mixed response from the financial services industry, with some experts welcoming the move while others believe it will put consumers at risk of being targeted by fraudsters.
Best Practice | 30 Aug 16
Can expats believe in chartered financial planning firms?
We all know that people matter when it comes to business success, says James Pearcy-Caldwell, co-founder of financial planning firm Aisa.
EU watchdog defends widely criticised cross-border pension
The introduction of a Europe-wide single pension product will be good for providers and savers, an EU regulator has said.
Best Practice | 15 Jun 16
Three financial adviser initiatives: Aisa
In the second of our series of insights from financial advisers across the world, James Pearcy-Caldwell, co-founder of financial planning firm Aisa, sets out three initiatives he is taking to build the business along best practice lines.