Category Archives: Pension

Are your funds in the dog house?

Posted on April 16, 2018 by

It is estimated that in the UK alone some £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 dogs, … Continue reading →

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Need to know: Your financial priorities

Posted on April 3, 2018 by

Many of us muddle through our financial lives, not focusing on what matters the most, so this article is designed to help you sort out your financial priorities. You have probably thought that there are some issues you need to … Continue reading →

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When your investments are more than just money

Posted on February 6, 2018 by

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

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2018 – how will it be for you & your finances?

Posted on January 7, 2018 by

There is no doubt that we live in interesting times on many levels and naturally people will have financial concerns. High on the list of worries is the potential adverse effect of a geopolitical event but it is the potential … Continue reading →

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News: RL360 to acquire Friends Provident International

Posted on July 19, 2017 by

Following some months of speculation it has been announced that IFGL, which owns RL360°,  will acquire FPIL (Friends Provident International Limited)  from the Aviva Group, subject to regulatory approval.

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UK Budget March 2017 – the main points for expats

Posted on March 9, 2017 by

9th March 2017 saw the final UK Spring Budget as the announcements now move to the Autumn. As ever there were a number of measures that will affect expats, including a surprise regarding pensions. This article is a brief overview … Continue reading →

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UK National Insurance payments & the State Pension – what expats need to know

Posted on September 19, 2016 by

The rules regarding entitlement to the UK State Pension have just changed so if you are not fully aware of the changes, and how they might affect you, and studies show that few people are, you need to read on.

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