Category Archives: Pension

Need to know: Your financial priorities

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

Posted in General financial information, Investment, Life Assurance, Need to know, Pension, Tax & info, Wills | Tagged , , , , , , , , , , , , , , , , , , | Leave a comment

When your investments are more than just money

This article has been superceded so please see: FinancialUAE – Why investing can be more than just money   For advice and assistance on the widest range of personal financial planning issues, to make an appointment, please contact me at keren@holbornassets.com and … Continue reading

Posted in General financial information, Investment, Pension | Tagged , , , , , , , , , , , , , , | 3 Comments

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

Posted in General financial information, Investment, News, Pension, Tax & info, Wills | Tagged , , , , , , , , , , , , , , , | Leave a comment

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.

Posted in General financial information, Investment, Life Assurance, News, Pension | Tagged , , , , , , , , , | Leave a comment

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

Posted in General financial information, News, Pension, Tax & info, Uncategorized | Tagged , , , , , , , , , , , , , , , | Leave a comment

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.

Posted in General financial information, Pension, Tax & info | Tagged , , , , , , , , , , , , , | 1 Comment

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

Posted in General financial information, News, Pension | Tagged , , , , , , , | Leave a comment

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

Posted in General financial information, Investment, Mortgages, News, Pension, Tax & info | Tagged , , , , , , , , | 1 Comment

Will you outlive your money?

For most of us living longer is one of the benefits of modern life but has it occurred to you that this can also be a problem? This means is that you may last longer than your savings. As it … Continue reading

Posted in General financial information, Investment, Pension, Uncategorized | Tagged , , , , , , , | Leave a comment

UK Pensions Freedom – or is it?

On 6th April of this year some significant changes in the world of UK pensions came into force. This will affect most UK pension holders so it’s important to be aware of how this could impact on your pension and … Continue reading

Posted in General financial information, News, Pension | Tagged , , , , , , | Leave a comment