Expat Investment Advice – Expat Financial Advice, UK Standard Worldwide

Expat Investment Advice - Expat Financial Advice If you're an expat working outside of the UK, for a short period of time or on a more permanent basis, and looking for high quality, UK standard, expat investment advice and or expat financial advice, contact us today to understand how we can...

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UK Pension Transfers, QROPS, International SIPPs, for UAE Residents

Two Retirement Options for Resident Ex-Pats in the United Arab Emirates If you are going to retire in the United Arab Emirates, or are planning on remaining in the UAE for an extended period of time, as an ex-pat it’s a good idea to know your UK Pension Transfer options. As a...

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Momentum International SIPP Review – The SIPP for Expats – Read This Before You Buy

The Momentum SIPP, The Momentum International SIPP - Read This Before You Buy The Momentum International SIPP has emerged, in recent years, as one of the most popular Self Invested Personal Pensions (SIPP) for the non-UK resident. With the door for transfer to QROPS having been closed in popular expat destinations,...

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Change QROPS Adviser – New Adviser for QROPS – Transfer QROPS Adviser

Want to improve the performance of your QROPS? Got a QROPS but no longer in contact with your original adviser? If you want to change QROPS adviser or have a QROPS and you're not happy with the performance of your QROPS, speak to us. Looking to reduce QROPS charges? As UK...

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Medical insurance for International Employees

If you're looking for the best medical insurance for your international employees, speak to us. If you're looking to cut the costs of your corporate medical insurance, speak to us. As one of the most respected International Financial Advisory firms we can help you to get you the best company medical...

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Understanding Some of The Benefits of Final Salary Pension Transfers

Some of the most common questions we receive are regarding Final Salary Pension Transfers. Our clients want to know if we recommend transferring out of their Final Salary Pension in favour of a lump sum, and for what reasons. We have compiled this simple guide to the main benefits of...

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Best International SIPP, International SIPP Reviews

International SIPPs, Best International SIPP, International SIPP Reviews Contact us today for a fee-free initial discovery call with a UK regulated, Chartered (the highest level of qualification) Financial Planner. We look forward to speaking with you. We all know that pension planning is complicated, but it’s something we all have to...

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Changes in Malta Rules for QROPS 2019 – Contact Us Today If These Changes Have Affected You

On the 1st of January 2019, substantive rules changes came into affect concerning the investment management of Maltese QROPS (Qualifying Recognised Overseas Pension Schemes). Maltese QROPS providers must now adopt the latest MiFID 2 (Markets in Financial Instruments Directive) rules which mean, among other things, that that the adviser, which...

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Need to Transfer Your EC (European Commission) Pension Scheme? – Speak to Us for Independent Advice

EC Commission Pension Fund Transfers - European Commission Pension Scheme Transfer - Read On to Know More The European Commission operates a Defined Benefit Pension Scheme for those employed within the, many and varied, roles within the EC. It is a generous scheme which will pay you, in retirement, a monthly...

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Can You Transfer A UK Pension To Canada? Read On to Understand Your Options

Can You Transfer A UK Pension to Canada?  Transferring UK pensions to Canada has been a popular financial planning exercise for a significant number of ex-UK residents now living in Canada. The transfer of choice has either been to a Canadian QROPS (Qualifying Recognised Overseas Pension Scheme), now called a Canadian...

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