Expat IFA Appropriate Independent Advice (AIA statement)

What is it?

Individuals who have more than £30,000 in Defined Benefit / Final Salary pension schemes who wish to transfer away are now obliged 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 away from Defined Benefit Pension arrangements can access our programme so that their clients can get the advice which ceding scheme trustees require.

The process

You will need to download the forms below this section and complete them. Once completed, please can you email them and a full copy of the CETV documents to info@aiastatement.co.uk

The turnaround time is 5 working days however should you urgently need a report, please let us know as soon as possible and we will do our best to accomodate you.

What is the cost?

We charge £1,400* for this service which covers the creation of the Transfer Value Analysis scheme Report, Implication on transfer out report and finally the AIA statement.

*Should you require a 24 hour turnaround, there is an additional £200 premium applied.

Downloads

In order to produce the AIA statement, we need the three documents below completeting. They can then be scanned and emailed to info@aiastatement.co.uk .

Factfind
Expat AIA Factfind Data.pdf
Adobe Acrobat document [187.4 KB]

The Factfind is a basic document we use to capture information about you or your client.

Reasons to transfer
Expat Reasons For Transfer.pdf
Adobe Acrobat document [192.7 KB]

We need to know why you or your client are considering a transfer. The Reasons For Transfer Document is a short document that covers the mains reasons why you may be considering leaving your current pension arrangement.

Risk Profiler
Expat My Risk Profile.pdf
Adobe Acrobat document [189.0 KB]

The Risk Profile docuement is there so we can see how the funds will be broadly invested once they leave the safeguarded scheme.

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© Copyright 2010-2012 Expat IFA. Telephone: 0800 5670018 International: +44 1793 514415 enquiries@expatifa.com Expat IFA is a trading style of Independent Financial Services 4 You Ltd. 201 Rodbourne Road Swindon SN2 2AA UK. Authorised and regulated by the Financial Services Authority. FSA Registration No. 518498. Registered Office: 201 Rodbourne Road Swindon SN2 2AA United Kingdom. Registered in England and Wales No. 7130714.

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