Category Archives: Pension

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 now.  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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10 Steps for Smart Investing

The financial services industry is full of jargon and sales messages so sometimes it can be difficult to separate fact from fiction, the reality from the adverts and the sales pitches. With that in mind, I have put together a … Continue reading

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The Mystery of the Missing Pensions

Research has shown that a large number of people have forgotten UK pension plans, or lost track of a plan from years ago or from previous employment. The value of these lost pension funds is around £19.4 billion according to … Continue reading

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