We noticed a letter in The Sunday Times newspaper about an expatriate who felt that his personal pension had scuppered his retirement plans. Why are we highlighting this and why …

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We noticed a letter in The Sunday Times newspaper about an expatriate who felt that his personal pension had scuppered his retirement plans. Why are we highlighting this and why …
British pensions transferred to QROPS are in the news again in the USA. The US regulator (SEC) has heavily fined two defendants who had a serious conflict of interest when …
The FCA (Financial Conduct Authority) has warned the public about fraudsters and cloning on Twitter today. This has also been picked up by some financial journals. It appears that this …
The long awaited FCA policy document for Abridged advice was released on 5th June. This is effective from 1st October 2020. Abridged Advice and Contingent Fees From that date, the …
While saving for retirement is essential, we understand why it may be low on the list of things for you to think about. However, we want to give you something …
A couple of years ago, we discussed the merits of offshore bonds in an article for International Adviser that was used as its Continued Professional Development Corner. We think it …
Surviving Covid-19 on a personal level is, of course, paramount to everyone in terms of health but soon attention will swap to surviving financially. Whilst, for all our national economies …
On Friday 27th March, The Pensions Regulator announced an effective three-month defined benefit pension transfer freeze, referred to in this article. Multiple reasons have been given. It allows trustees more …
Retiring in Portugal has been very attractive for expats that wanted to make use of the non-habitual residency rule (NHR) . To date, foreign pensions that are payable to non-habitual …
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 …