Category Archives: Pension

Investments in 2023. Where are we now?

When it comes to investment we are still living in interesting times. With so many unexpected global events in recent years and those that are ongoing, investing has not been a great deal of fun of late, and I fully … Continue reading

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Financial Wellness. What is it and can you improve yours?

Wellness is a term that has become very popular in the past few years. We tend to think of it in terms of mental or physical health but it is time we looked at financial wellness. Simply put, financial wellness … Continue reading

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UK Spring Budget – March 2023. A summary for expats

Here we are again with another Budget and don’t they seem to come around fast? Chancellor of the Exchequer, Jeremy Hunt has been in the role since October of last year and while he issued an Autumn Statement on 17th … Continue reading

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Planning your financial future – the top 10 mistakes you want to avoid

Too many people bury their heads in the sand when it comes to planning for their financial future so we need to face some facts. The reality is that most people are facing a significant shortfall in their retirement income. … Continue reading

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Time to update that QROPS?

If you are looking at this wondering what on earth I am on about, a QROPS is a Qualifying Recognised Overseas Pension Scheme – an overseas pension arrangement into which existing UK pension plans were transferred. A strange acronym but … Continue reading

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Sitting tight – the importance of remaining invested

There is no question that we are in interesting times for investment markets and we have all seen falls in the value of our portfolios This article is designed to explain why you really should not worry and why you … Continue reading

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Are your investment funds in the dog house?

It is estimated that in the UK alone more than £8 billion is languishing in under-performing investment funds. Add all the money in offshore funds and other jurisdictions and the number is worryingly large. These poorly performing funds, known as … Continue reading

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Why investing can be more than just money

For a significant number of investors, investing in shares and funds can feel like a dance with the devil as they have to compromise personal values to achieve a return. With the growing awareness of the environmental impact of modern … Continue reading

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The future of investing is… flexible

We all know that we need to invest our money to make it grow but the options for expats in the UAE have been a little limited, until recently.  Following changes in legislation, I am now delighted to offer fully … Continue reading

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News: Minimum age to access UK private pensions to change

This information has been confirmed on the UK Parliament website following an exchange in the House of Commons today, 3rd September 2020. The exact wording is as follows: “In 2014 the government announced it would increase the minimum pension age … Continue reading

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