Category Archives: Pension

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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News: Risk of UK State Pension freeze remains for British pensioners in Europe

Starting next week some 360,000 British pensioners living in Europe will receive letters from The Department for Work and Pensions (DWP)  confirming that their UK State Pension pension will rise each year for at least the next three years in … Continue reading

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The retirement time bomb & why it’s even worse for women

Retirement planning is rarely seen as an exciting topic but no one can deny that planning for your financial future is important. It becomes even more important when you find out that the vast majority of people are woefully underfunded … Continue reading

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Have you forgotten or lost a UK pension?

This may sound like a silly question but research from a major British insurance company has shown that up there are up to 2.5 million forgotten UK pension plans.  Furthermore, the UK government estimates that the size of these forgotten … Continue reading

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Are your funds in the dog house?

This article has been updated so please see link for the latest version: Are your investment funds in the dog house? | Financial Planning in the UAE (financialuae.me) If you would like a chat about your investments and are interested … Continue reading

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