The Old Mutual International International Fund & Product awards revealed the International Adviser Best Practice Adviser Award 2017 results on 3rd May at the prestigious Four Seasons Hotel on Park Lane in …
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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 …
Retire Overseas
Retiring Overseas A recently published document has warned expats needing financial advice that live in Spain, Canada, France, Dubai and Australia to be extra vigilant, as these are main centres where …
Expat Investment Advice
Expat Investment Advice Whether it be pensions, savings plans or lump sum investments, expat investment advice is a big industry. Given the number of people taking expat investment advice , …
Ubiquitous 1% servicing fee on Expat Investments
Ubiquitous 1% servicing fee on Expat Investments Expat investments are becoming very much the subject, given the move towards transparency. Is being transparent enough for expat investments? Just because you …
Gibraltar QROPS- New investment rules
Gibraltar QROPS- New investment rules Gibraltar QROPS reputation may have been improved with new investment rules just announced. On 31st March, the new enhanced pension regulation was introduced in a …
Brexit, Expats and Pensions
Brexit, expats and pensions have been headline news in March 2017 for two significant reasons. Brexit has been triggered by Article 50(2) and, The Budget 2017 introduced the OTC – …