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Welcome to Expat IFA

International Financial Adviser

 

We are a UK based company who specialise in appropriate independent advice services for financial advisers and their clients in the UK and around the world.

 

Expat IFA Appropriate Independent Advice Programme (AIA statement)

What is it?

Individuals who have more than £30,000 in Defined ‘safeguarded’ Benefit / Final Salary pension schemes who wish to transfer to a Defined Contribution Money Purchase ‘flexible’ scheme  are now required to take appropriately qualified and FCA regulated advice. The advice will discuss the implications of transferring away from the Defined Benefit scheme.

Non UK based financial advisers who advise clients to transfer pensions from these safeguarded arrangements can access our programme so that their clients can obtain the advice which ceding scheme trustees require, in accordance with UK Statutory Instrument SI 2015.742.

How is it accessed?

You access this service by creating an account through our portal.

The portal will allow you to upload the required documents and track progress for the cases you have submitted.

What is the cost?

Expat IFA charge £1,250 for this service which covers the creation of the Pension Transfer Critical Yield Report, the Appropriate Independent Advice (‘AIA’)  and finally the most important Compliance Statement (‘AIAS’)..

Once finished what do I do?

You can provide the AIAS to the trustees and this will evidence advice has been taken.

 

Frequently asked questions

How long does it take?

On receipt of all the correctly completed forms and payment we have a strict turnaround time of 5 working days. If there is a tight deadline involved, please contact us to discuss this.

Are my clients safe with Expat IFA?

We only provide the AIA and the AIAS.  We do not liaise with your clients directly and at no time would we contact them. The client remains your client at all times.

 

IF YOU ARE A LOOKING FOR EXPAT FINANCIAL PLANNING ADVICE, PLEASE VISIT OUR SISTER COMPANY CROSS BORDER FINANCIAL PLANNING.

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