Coronavirus Investment Performance during 2020 and where to invest has been a key topic for all of us in our Investment team. Our portfolios have been running for 11 years, …
TOP STORIES
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 …
Fraudsters Clone FCA Register and Website
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 …
Coronavirus Investment Strategy
In light of recent events, our Investment Team have devised a Coronavirus Investment Strategy. Our Coronavirus Investment Strategy as of March 25th, 2020: Since the 10th March, the systematic shutdown …
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 …
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 …
Once again Malta QROPS are under fire with the removal of phased PCLS payments
Malta QROPS features in the news regularly, a new issue has arisen with the removal of phased PCLS by at least one Malta QROPS provider. This could again place Malta …
Money Purchase Annual Allowance (MPAA) and QROPS
QROPS, just like pensions in the UK, allow access to capital and income from the age of 55. A quick scour of the internet will show you that many websites, …
Access Your QROPS Within 5 Years
If you wish to access your QROPS in less than 5 years then there can be issues. I was recently advised of a case of someone accessing a QROPS within …
Malta QROPS- New Rules in Force
All change this year for Malta QROPS, Malta Financial Services Authority (MFSA) have published revised Pension Rules, which take effect from the 1st January 2019. We will cover a couple …