What are the various options for accessing a pension pot?
If the time has come for you to access your retirement savings, then the good news is that there are a number of different ways in which you can do this. You certainly have a lot more flexibility in this respect...
Fee based QROPS advice
Financial Advice At Retirement for British Expats
18
Jan
Why financial advice at retirement stage is so important
Whether you are a UK resident or an expatriate, it can be beneficial to consult a financial adviser at different stages of your life, for example when:
Saving for your retirement
Investing to make the most of your capital
Seeking to minimise...
Change QROPS Adviser – New Adviser for QROPS – Transfer QROPS Adviser
02
Dec
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...
Expat Investment Advice – Expat Financial Advice, UK Standard Worldwide
07
Jul
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...
Can You Transfer A UK Pension To Canada? Read On to Understand Your Options
01
Jun
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...
Low Tax QROPS Jurisdiction – Reduce Tax on QROPS
31
May
Who likes paying lots of tax? Not many people, least of all retirees! Did you know that there is a very pleasant part of the EU where you can cash in the whole of your QROPS or SIPP in one lump sum and pay only 5% in tax? If you'd...
Fee Based QROPS Advice | Independent QROPS Advice | Chartered Financial Adviser |
09
Mar
If you're looking for expert independent QROPS advice on moving a UK pension, we can help. As Chartered Financial Planners and Chartered Investment Advisers we offer our clients, fee based (non commission based) expert advice on transferring their UK pensions - whether that be to a QROPS or SIPP. We're...
Diversification Benefit. What Is It and Why Should Your Portfolio Have it?
09
Mar
By Russell Hammond APFS MSCI
So, you've heard about diversification but what's this about Diversification Benefit? Well, read on to find out why your portfolio should have it and why you (your adviser) should be monitoring it.
So, Diversification Benefit is calculated on current portfolio holdings and is an indication to what...
Sovereign, QROPS Review – Read this Before You Buy
15
Dec
The Sovereign Group are a well established, and well-respected, group of companies that specialise in setting up and managing company formations, trusts, pensions (QROPS), insurance and other structures. With the first Sovereign office opened in Gibraltar in 1987, Sovereign has continued to grow and is now one of the largest independent trust...