Category Archives: Pension

When your investments are 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 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?

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

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

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

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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News: Brooklands Trustees – no cause for concern

Anyone who has a SIPP or QROPS with Brooklands Trustees Limited will have received emails in the last few days which may have caused concern as it suggested that the company had gone into administration  but I want to reassure … Continue reading

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Brexit – where are we now?

It has now been a few weeks since the results of the UK’s referendum relating to the EU and as the dust starts to settle we may have a little more idea of the long terms effects. I am always … Continue reading

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