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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
Posted in General financial information, Investment, Pension, UAE Life
Tagged British Expats, consumer advice, Dubai expats. GCC expats. British expats, Dubai IFA, equity investment, expat financial advice, Expat financial advice Dubai, expat pensions, expert advice, financial advice, financial advice Dubai, financial planner, Financial planning for women, Independent financial advice in the UAE, independent financial adviser, investment, investment knowledge, investment management, professional advice, stock markets, UAE, uae expats, UK property investment, UK tax
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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
Posted in General financial information, Investment, Life Assurance, Pension, saving money, UAE Life, UK Property, Wills
Tagged Dubai financial advice, expat financial advice, expat investments, family protection, financial advice Dubai, financial health, Financial planning for women, financial planning. financial advice, financial wellness, Independent financial advice in the UAE, independent financial adviser, investment, Keren Bobker, life assurance, life goals, life planning, mental health, money. money stress, offshore investment, professional advice, protecting family, UK tax advice, wellness
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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
Posted in General financial information, Need to know, News, Pension, Tax & info
Tagged British Expats, British Expats Dubai, British Expats UAE, Budget UK, expat financial advice, expatl life, Independent financial advice in the UAE, Lifetime Allowance, professional advice, Professional financial advice, Retirement planning, tax for Expats, UK Budget, UK Budget 2023, UK Budget March 2023, UK pension, UK pension allowance, UK Stamp Duty, UK tax, UK tax advice
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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
Posted in General financial information, Pension, saving money
Tagged British expat financial advice, British Expats, British Expats Dubai, expat financial planning, expat pension advice, expat retirement advice, expat tax advice, financial advice, financial advice Dubai, flexible investment, future plans, Independent financial advice in the UAE, investment, pension, pension planning. expat pension, pension transfer, professional advice, Retirement planning, UK pension, unbiased advice
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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
Posted in Pension, UAE Life
Tagged British Expats, British Expats Dubai, Dubai financial advice, ethical financial advice, expat financial advice, expat pension, expat pension advice, expat pensions, expat retirement advice, Independent financial advice in the UAE, independent financial adviser, Keren Bobker, offshore investment, offshore pension, pension, pension advice, pensions, QROPS, Retirement planning, SIPP, uae pensions
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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
Posted in General financial information, Investment, Pension
Tagged British Expats Dubai, financial advice Dubai, financial planner, Financial planning for women, Independent financial advice in the UAE, investment, investment advice, investment advice Dubai, offshore investment, professional advice, Retirement planning, stock markets, timing the market
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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
Posted in General financial information, Investment, Pension
Tagged #financial planning, British Expats, British Expats Dubai, Dubai Eye, equity investment, expat financial advice, expat pensions, expatfinancialpl, financial advice, financial advice Dubai, Independent financial advice in the UAE, independent financial adviser, investment, investment advice Dubai, Keren Bobker, low risk investment, offshore investment, pension, professional advice, Retirement planning, UAE, UK pension
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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
Posted in General financial information, Investment, Pension, saving money
Tagged Becoming an expat in the UAE, British Expats Dubai, Dubai expat advice, ecological investment, ESG, ESG investing, ethical financial advice, ethical investment, Expat financial advice Dubai, expat investment, expat pensions, Independent financial advice in the UAE, investment, offshore investment, SRI, SRI investing
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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
Posted in General financial information, Investment, News, Pension, UAE Life
Tagged British Expats, British Expats Dubai, Dubai financial advice, Dubai investment, equity investment, expat investment, financial advice Dubai, financial adviser Dubai, Financial planning for women, Independent financial advice in the UAE, independent financial adviser, investment, investment planning, Keren Bobker, mutual funds, offshore investment, professional advice, Retirement planning, UAE
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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