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      • Defined Benefit to QROPS Pension Transfer | Overseas Case Study
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  • Analysis
    • Interactive Retirement Calculators
    • Independent Product Reviews
      • Concept Trustees Independent | Product Review
      • FPI Premier Advance Review
      • FPI Reserve Bond | Product Review
      • Generali Personal Portfolio Bond Review
      • Generali Vision Plan Savings Review
      • Hansard Capital Investment Bond Review
      • Hansard Vantage Platinum II Review
      • Interactive Brokers Review
      • Investors Trust Review
      • Nedbank Private Wealth | Product Review
      • Novia Global Review
      • OMI Executive Bond Review | Product Review
      • OMI Executive Wealth Account | Product Review
      • OMI MCA Review
      • Platform 1 Hallmark Savings Plan Review
      • Platform 1 Lump Sum Review
      • Prudential International Investment Bond Review
      • RL360 PIMS | Product Review
      • RL360 Quantum Savings Plan
      • STM Portfolio Bond Review
    • Comparison of Foreign Pensions
    • Comparison of Regular Savings Plans
    • Comparison of Lump Sum Bonds
  • Blog
    • Latest Stories | Blog
    • Expat Tax & Investments | Blog
    • Insider Knowledge | Blog
    • Regulation Matters | Blog
    • SIPP/QROPS Advice | Blog
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Expat Life Blog

Stories about life as an expatriate

Friendly overseas pensions advice from an award winning firm

Reasons to use a financial planner

If you think the reasons to use a financial planner are solely to beat the market, you’re sorely mistaken. This article provides some reasons to use a financial planner. Some …

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Financial Advisefinancial plannerHolistic Financial PlanningInvestments

Financial Advice after Brexit – Blevins Franks

What should you be considering with regard to Financial Advice after Brexit – Blevins Franks makes some good points When you are receiving financial advice after Brexit – Blevins Franks …

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British expat FranceRegulated advice

QROPS and the Lifetime Allowance

If you are interested in knowing about QROPS and the Lifetime Allowance, currently £1,073,100, then this is the article should be of interest. Understanding how this works this could save …

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BCE 8Benefit Crystallisation EventLifetime Allownace pension transferLTAQROPS and LTAQROPS and the Lifetime Allowance
Tailor Made Pensions - Best Country To Retire

Best Country To Retire?

Which is the best country to retire to? Brexit has thrown open discussions about how those who are retired and living in the EU will be affected, for those thinking …

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Best Country To RetireInternational SIPPS Archives | TagsQROPSUK pension transfer
Tailor Made Pensions - How Much Do I Need To Retire

How Much Do I Need To Retire ?

If you are approaching retirement then a key question is  ‘How much do I need to retire and for how long will it last?’. The latter part of the question …

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DB Pension transfer adviceDB pensionsHow Much Do I Need To RetireHow much pensionQROPSWhat is the maximum I can take from my pension?

Expat Tax

Questions about expat tax are often part of the enquiries we get from those that have moved outside of the UK and have (or are about to) apply to tax …

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Expat PensionsExpat TaxExpat tax adviceTax advice EU

DeVere Group has agreed to sell its South Africa business

Update 20th December 2019 Since posting this blog, Moneyweb  in South Africa have published an update on the story. While we cannot comment on the contents, it does reinforce the …

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Anglo AmericanArupBPbrite advisorsBritish AirwaysBritish American TobaccoBritish TelecomdeVeredeVere QROPS Archives | Tagsdevere south africaDiageoDiscoveryEYHSBCLand Rover JaguarPVCTullow OilVirgin Atlantic

The Aisa Group celebrates its 20th Anniversary

The Aisa story started in 1999 when Aisa Financial Planning Ltd obtained its UK authorisation on 19th September 1999. From inception, James Pearcy-Caldwell and Clive Tutton shunned the high initial …

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AisaAisa GroupChartered Financial PlannerChartered Insurance Institute

What can I do with my Gibraltar QROPS?

A colleague of mine in Aisa International, a registered adviser in South Africa, is now coming across a number of ‘disgruntled’ Gibraltar QROPS investors in South Africa. The concerns seem …

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AES InternationaldeVere QROPS Archives | TagsExpat Pensions GibraltarGibraltar Expat PensionsGibraltar QROPS

Beware the Tutti-Frutti Adviser

I recall a seminar, many years ago, about investment trusts. I think I had been an IFA only a couple of years at the time and this was when I …

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Frozen UK PensionsInternational SIPPS Archives | TagsQROPSUK pension transfer
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Moving Abroad ›

Connected Expat Life Stories

  • Reasons to use a financial planner
  • Financial Advice after Brexit – Blevins Franks
  • QROPS and the Lifetime Allowance
  • Best Country To Retire?
  • How Much Do I Need To Retire ?
  • Expat Tax
  • DeVere Group has agreed to sell its South Africa business
  • The Aisa Group celebrates its 20th Anniversary
  • What can I do with my Gibraltar QROPS?
  • Beware the Tutti-Frutti Adviser

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      Making life better for consumers. QROPS, SIPPS, investment Bonds & Pensions.

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