QROPS Regulatory Changes

Regulatory requirements for QROPS pension advisers have changed significantly, requiring new measures to continue providing advice.

To adapt to these changes, we have appointed Sapna Tiwari—Financial Planning Trainer, Certified Financial Planner, and SEBI-Registered Investment Advisor (India)—as our Portfolio & Compliance Manager.

After rigorous due diligence by our Pension Trustees, Sapna's impressive credentials have been approved. Her appointment ensures we can continue providing expert advisory services to all our QROPS pension clients.

Sapna’s Background

With over a decade of experience in the training industry, Sapna holds a postgraduate degree in Economic Administration & Financial Management. She is a Licentiate (LIII) of the Insurance Institute of India and has National Stock Exchange certifications in equity markets, derivatives, and mutual funds.

Sapna is a founding associate of The Complete Woman, a platform dedicated to educating and empowering women in financial planning.

In addition to her work as a personal finance trainer, Sapna is the author of popular educational books, including Securities Laws & Compliances, Easy Approach to Tax Laws, and Solved Scanner for Direct Taxes.

Sapna, a renowned personal finance trainer, is also the author of widely acclaimed books such as Securities Laws & Compliances, Easy Approach to Tax Laws, and Solved Scanner for Direct Taxes.

Sapna simplifies finance with clear, relatable language, making her books and articles popular among readers, including those without a financial background.

Review your pension portfolio today to lower investment charges and boost your returns.