The Pan-European Personal Pension Product is a new EU pension,announced by Brussels on 29th July 2017, as an initiative to encourage saving for retirement. Pan-European Personal Pension Product will allow people …
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FCA Pension Transfer Consultation
The FCA released its long awaited FCA Pension Transfer Consultation document on 21 June 2017 The FCA states “The FCA proposals aim to reflect the current environment and the increased demand …
UCIS in QROPS or SIPPs
UCIS investments stand for Unregulated Collective Investment Schemes often sold within other products. For example, UCIS in QROPS or Sipps or overseas insurance bonds (aka investment bonds). In the UK, …
QROPS in South Africa
There is a new press release from Allan Gray about QROPS in South Africa. Allan Gray is one of the most respected and well-known fund management groups in South Africa …
UK Pension Transfers
UK Pension Transfers Statement of the obvious, but those considering UK pension transfers should do so only after consideration of the facts. UK members of pensions are being recommended overseas …
Who should transfer their UK Pension?
The questions arising about who should transfer their UK pension from a final salary scheme is something we see daily in articles, blogs and adverts. I have recently heard of …
MiFiD 2- A gamechanger or a showstopper?
MiFiD 2 is due to come into force on 3rd January 2018, though it may take a little time for EU regulators to get to grips with it. MiFiD 2 …
Finance Bill 2017 | Expat Advice
The Finance Bill 2017 has been trimmed down somewhat due to the proximity of the election. The opposition and the Government agreed to drop any contentious measures in order to …
HMRC QROPS list- Suspended
The HMRC QROPS list is to be suspended on 1st June 2017, further to an update on the HMRC website . The HMRC QROPS list suspension will be until 5th …