New rules, for Malta QROPS advice, come into effect from 1st July as reported here in International Investment. TailorMade Pensions disagrees with the use of insurance bonds or insurance platforms …
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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 …
Pension Transfers and Triage | Expat Advice
Pension transfers are actually a lot simpler to advise in concept than they are in reality. However, the ultimate outcome of a pension transfer discussion may be that the best …
Malta QROPS Investments Advice | 2018
Malta QROPS investments have found themselves in the headlines recently , and it is clear that this is causing confusion among advisers, regulated or otherwise. Malta QROPS investments- The Changes The …
British Expat Moving Abroad- Pension Contributions
A British expat query, from those that have contributed to pension schemes in the UK, is often about the possibility of continuing to contribute to UK pensions while outside the …
Final Salary Pension Transfer Advice
Final salary pension transfer advice has come under the spotlight more and more over the years. In the mid to late 90s, specialist pension exams were introduced and it became …
QROPS and the Markets
QROPS were introduced as a result of A Day and Pension Simplification in 2006. I first became aware of an increase in the number of adviser adverts in about 2008/9. …
Who is the client?
Again, who is the client? While it is always best to start with a positive message, when writing a blog, sometimes it is difficult. Another unholy pension mess lands on …