A recent article in the FT Adviser covered concerns about pension scams and unregulated illiquid investments as a result of pension transfer advice that originated in the UK. This is …
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Drawing a UK personal pension- Expat Problems
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 …
Ex-DeVere duo fined by US regulator over transfers of British Pensions to QROPS
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 …
Saving For Retirement
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 …
Are Offshore Bonds a tax-effective way to invest?
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 as an Investment or Adviser firm or network
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 …
Three-month defined benefit pension transfer freeze
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 …
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 …
UK Pensions
While there are many things to arrange when moving abroad, UK pensions are probably not high on the list of things to review. However, this does not mean that offshore …
Moving to Spain
Whatever happens with Brexit, there will still be a lot of Brits that will consider moving to Spain. People moving abroad to Spain will invariably get contacted by an offshore …