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Uk Pension Transfer   QROPS
Uk Pension Transfer   QROPS
Uk Pension Transfer   QROPS
Uk Pension Transfer   QROPS
Uk Pension Transfer   QROPS
Uk Pension Transfer   QROPS
Uk Pension Transfer   QROPS
Uk Pension Transfer   QROPS
Uk Pension Transfer   QROPS
Uk Pension Transfer   QROPS
Uk Pension Transfer   QROPS
Uk Pension Transfer   QROPS
Uk Pension Transfer   QROPS
Uk Pension Transfer   QROPS
Uk Pension Transfer   QROPS
Uk Pension Transfer   QROPS
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Uk Pension Transfer QROPS

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Safe UK Pension tranfer to QROPS

Safe UK Pension tranfer to QROPS

Published in: Economy & Finance
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  • Another Pension jurisdiction is under investigation by HMCR - FOUR Things You Must Do Before You Engage A Pension Adviser:
    Ask to see their:
    1. Qualifications
    2. Customer Charter
    3. Industry Awards and Recognition
    4. Seek out companies deal exclusively with pension providers that comply with both the spirit and the letter of the UK QROPS regulations.

    This can only be in the best interests of the client and the companies own professional best interests. Cconduct your own due diligence!
       Reply 
    Are you sure you want to  Yes  No
    Your message goes here
  • Be the first to like this

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  • 1. Social Media Why Everyone IsTalking to Aisa About Pension Transfer
  • 2. ContentsHuge Savings ..................................... slide 3Benefits Of Our QROPS Service .......... slide 4Do you Qualify For QROPS?................ slide 5Case Study ............................................... slide 6About Aisa .......................................... Slide 7Awards and Achievements ................. slide 10Members recommendations .............. slide 12Customer Charter ................................ slide 13Contact details ..................................... slide 14
  • 3. AVOID HUGE COMMISSIONS We will conduct execution only business at minimal cost to you You are Then we are If you have prepared to able to If you do not received sign as acting conduct yourrequire advice, advice and for yourself business at or want to save (third parties minimal cost money need not to yourself, if apply)
  • 4. Transferring your UK pensions toQROPS may bring several advantages• No requirement to purchase an annuity whatever your age• Leave remaining pension funds to your chosen beneficiaries free of IHT• Enjoy greater flexibility and investment freedom• Option to choose various low cost structures• Receive your pension income with zero tax deducted from the UK
  • 5. Qualifying criteria for a QROPSPensions (excluding state pensions) worth at least 50K ........ YESI am planning to, or currently, live overseas ..................... YESI am not planning on returning to the UK .......... ............. YESI will be out of the UK for a minimum of 5 years ............ YESI have already purchased an annuity .............................. NOMy private/personal pension is already indrawdown ........................................................................ YESMy company/occupational pension is already indrawdown ...................................................................... NOI am still a UK resident and have no intention ofmoving overseas ............................................................ YES
  • 6. Case study Releasing a UK Pension: Keith (48) is a UK national living in the Hong Kong with the intention tomove to Spain or Kuwait in the next 5 years to concentrate on business interests.He has a UK frozen pension (valued at 700,000) that he cannot access untilretirement age. Keith has no intention of returning to the UK and he wanted tomake use of his retirement fund at an age where he could make the most of it inaround 5 years.Aisa were able to source a QROPS (Qualifying Recognised Overseas PensionScheme) vehicle that allowed Keith to transfer his UK Pension to an approvedscheme outside of the UK (fully compliant with HMRC), reinvest the money andover time release his pension fund. Keith has NO obligation to buy an annuity. Thevehicle is structured in a tax efficient way that allows Keith to pass on the fullvalue of his pension fund in the future to his family minimising any inheritance taxliability.
  • 7. WELCOME TO THE AISA GROUPAisa InternationalThe philosophy of business: to assist clients in successfully managing their capital,to safeguard it and to make investments. Aisa International is a financial servicescompany, licensed and regulated in the Czech Republic by the Czech NationalBank. It is also a member of AFIZ (Association of Financial Advisers and Mediatorsof Czech Republic).It has an office in Prague, and is the sister company of Aisa Professional (UK). Theaim of Aisa International is to work throughout Central and Eastern Europe withdiscerning individuals and companies who require the expertise and knowledgeof professional UK trained and qualified financial advisers. Aisa International isable to offer these services to private individuals, businesses and institutionalinvestors such as government and state bodies. WELCOME TO THE AISA GROUP 7
  • 8. Aisa ProfessionalAisa Professional Is a UK authorised and regulated firm of IndependentFinancial Advisers established in 1999. Since being established, it has built areputation for a high quality advice and service to individuals, businessowners and institutional investors such as government agencies andpension funds. All advisers work towards achieving the highestqualifications available. The firm advises on many millions of dollars in awide range of investments and across a wide range of tax jurisdictions. WELCOME TO THE AISA GROUP 8
  • 9. DIVERSIFICATION SPECIALIST INVESTMENTS OFFSHOREINVESTMENT BONDS STRUCTURED INVESTMENTS BESPOKESTRUCTURED INVESTMENTS BESPOKE INVESTMENT FUNDSBANKING SERVICES BUSINESS OPPORTUNITIES CAPITALRAISING CAPITAL GROWTH BY BUYING A COMPANY IN EUPURCHASE AND TAX ARRANGEMENTS LEGAL SERVICESWILLS PROPERTY SERVICES Voted the UK’s best IFA CompanyMeet us and find out why.
  • 10. From left: Mark Hayhoe, Aegon head of salesdevelopment. James Pearcy-Caldwell CEOAisa International and Charles Kennedy, MP
  • 11. Members of the network attendAisa case studies presentations
  • 12. Recommendations from Network MembersKevin OBrien (client)Top qualities: Personable, Expert, High Integrity“I have worked with Cornel over the last year in a financial advisory capacity andwould highly recommend him. Cornel has provided sound advice and has always beenavailable to answer any questions I may have. He is also a very nice person to dobusiness with.” September 13, 2010Stuart Ramage (client) Stuart hired you as a Financial Advisor in 2009Top qualities: Personable, Expert, High Integrity“Personable, knowledgeable and always available for his clients. Cornel has greatintegrity and delivers results time and time again.” October 31, 2010Roland HeijneMember of the Board, Czech-Neth Business Support (business partner)“Cornel is a professional; very driven and customer focused, looking for the bestoptions for his clients. Making him unique is the "service with a smile", showing thatserious financial matters can very well be combined with an open and humoristicattitude. A partner to thrust and good company to discuss all the other things in life.”June 16, 2010
  • 13. Recommendations from Network MembersDenis SuskoTop qualities: Personable, Expert, Creative“Cornel Sampson- is a name that I feel sure, we will hear spoken often in the Praguebusiness community. Cornel is a unique person with EXCELLENT managing skills,patience, great sense of humour and creativity. I´d love to recommend Cornel and AisaInternational to anyone! Cornel and the team have built strong and stable company inCzech Republic that offers great services and information to their clients. Theirbusiness strategy is very solid, safe and executed with the highest level of integrity. Ilearned so much from their informational seminar. I am proud to count Cornel as afriend.” June 20, 2010Anna Tyulpanova, MBASpecial Projects and Client Relations, Aisa International (colleague)“Cornel is real professional in what he is doing. He takes care of his clients, providingwith the most up to date information and helps to find right solution for everyindividual situation. He is high motivated hard working person, who always has newideas of business development for the company.” June 22, 2010
  • 14. Recommendations from Network MembersLadislav Strojil (Client)Thanks to Cornel and Aisa I have been able to better manage my financials. He sharedwith me knowledge of financial opportunities and best practices.I have found Cornel to be very helpful and knowledgeable when dealing with him onmany occasions for various aspects of services he provides.Cornel and the whole AISA team are extremely reliable and efficient with strongmarket knowledge.I would have no reservation in recommending Cornel and Aisa to anyone requiringfinancial advice, or just to see if there is any way that you could benefit.” February 8,2011Iztok Toplak (Client)Cornel is open minded advisor, that always comes with new creative ideas.” January31, 2011
  • 15. Customer CharterWe provide a customer charter to our clients, andwe offer the most competitive terms, bettering anylegitimate deal that can be evidenced.Main benefitThe “Aisa Group” deal exclusively with pensionproviders that comply with both the spirit and theletter of the UK QROPS regulations. We believe this tobe in the best interests of our clients and in ourown professional best interests. Uniquely we offer thebest of the UK IFA spectrum, with our internationalexperience.
  • 16. Contact me for a free no obligationconsultation to see if we can help you Cornel Sampson BSc (Hons), Associate Partner AISA International sro, Štítného 202/35, Žižkov Office +420 222 361 850 cscz@aisainternational.cz ww.aisainternational.cz REGULATED & AFFILUATED

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