Since 2006, there have been a lot of changes to UK pensions and especially the terminology, Flexi-access drawdown and the Uncrystallised Funds Pension Lump Sum are examples. April 2015 introduced the …
Pension information in the 2016 budget – Knowing your LISAs from your ISAPs
There was a lot of detail about UK pensions in the 2016 Budget from George Osborne, and we met LISA . Here are some of the highlights. No doubt, as …
Guernsey Pension. QROPS and Flexible Access Rules 2016
QROPS and Flexible Access Rules Updated Flexible Access Rules 2015 to 2016 – The Story so Far! In my previous article – Guernsey QROPS Rules– I talked about the opportunities open to …
Guernsey QROPS Rules – Flexible Pension Access
This is ESSENTIAL reading for anyone with a Guernsey QROPS as Guernsey QROPS Rules have changed and created an issue for many current holders. Guernsey QROPS Rules – background For …
Offshore Financial Adviser – 5 key facts to help you find an honest one
Do you want to find a decent honest Offshore Financial Adviser ? Of course you do, so let’s give you some tips to help you find one! Just bare in …
The Offshore Independent Adviser
Offshore Independent Adviser UK expats often need to consult with an Offshore Independent Adviser often known as an Independent Financial Adviser (IFA), but what does the term really mean? A …
Expatpensionreview – Scam where Imitation is the Sincerest form of Flattery
They say that imitation is the sincerest form of flattery, but imitation and misrepresentation is rife on websites like expatpensionreview.com where there is a hidden agenda. We were quite surprised …
Regulated and Authorised – A Guarantee Against A Car Crash
I have just been looking at the website of a firm of regulated fee-based wealth managers in Hong Kong. A well-known firm, good reputation, experienced and properly authorised to give …
Gibraltar QROPS – regulation and value to consumers
Gibraltar QROPS If you are about to take out a Gibraltar QROPS you may like to understand the legislation, security and support you will have. Is it as good as …
Why pay for Transfer Analysis for a final salary pension?
For many years, even before it became compulsory, UK advisers specialising in pension transfers offered clients pension transfer analysis.I can recall being involved with the first transfer analysis systems about …