Tag Archives: expat pensions

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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2023 is the year to get serious about your financial goals

It has often been said that “a goal without a plan is just a wish”, meaning that action is required if you want to achieve your goals in life. We all spend our lives hoping for the best but 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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UK Budget March 2021 – the facts for expats

There is no question that this will not have been an easy Budget to put together. There are still uncertainties in respect of Covid19 and the UK economy has problems, for more than one reason. With so many people on … Continue reading

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What has a financial adviser ever done for you?

Paraphrasing Monty Python, purely to get your attention, but it’s a valid question. I am in an industry that is frequently criticised in the UAE, often for good reason, but let me explain why using a qualified adviser (rather than … 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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New to Dubai? Important facts & financial information

Welcome to Dubai and a new and exciting life. There is a lot to learn and while this is not a complete guide to setting up in Dubai, it does give you a useful overview of many of the financial … 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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Coronavirus and your investments – part 2

I published an article on this topic on 4th March but with the ongoing situation and further stock markets falls, it is time for another. With worries and panic across the world in respect of both health and all the … Continue reading

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