Articles by

Expat financial advice from the experts

UK Pension Transfer to Australia

UK Pension Transfer to Australia – Consider your options

Australia is one of the most popular destinations for British expats and it’s easy to see why. A fantastic climate, the English language, a stable economy and good healthcare all contribute to the reason why many Brits make the long journey. Once settled one of the key areas that people need to address is their pension and […]

GKN Group Pension Scheme 2012

Do you hold a GKN Group Pension Scheme 2012?

If you are part of the GKN Group Pension Scheme 2012 then it is likely you received a letter from Corinthian Benefits offering an enhanced transfer value for your defined benefits scheme. The message from Corinthians will have explained your Personal Statement and confirmed your Enhancement offer from GKN. GKN Group Pension Background  In March 2018 Melrose bought out […]

johnston press pension

Do you hold a Johnston Press Pension?

Do you a hold a Johnston Press Pension? In mid-November the Johnston Press Pension Scheme headed to the Pension Protection Fund (PPF)as part of a deal to keep the publisher afloat. If you are a member of the Johnston Press Pension Scheme you should have received a letter from the trustees informing you of this. Johnston Press Pension […]

Expat Pension Sharing Order for UK Company Pensions

Expat Pension Sharing Order for UK Company Pensions

Expat Pension Sharing Order for UK Company Pensions Pension sharing order for UK company pensions has become more and more common in recent times. The process itself is not overly complex and there are a number of companies in the UK, who can assist with this. The issue arises when you are no longer a […]

ford uk pension scheme

Do you have a Ford UK Pension?

Do you hold a Ford UK pension? If you are part of the Ford UK Pension scheme then it is likely you have received a newsletter from the Ford UK Pensions trustees informing you of the new choice being offered regarding transferring the benefits. Ford has recently announced that they are going to offer the […]

brooklands sipp

Do you hold a Brooklands SIPP?

Brooklands SIPP First of all, if you are a Brooklands SIPP holder then you will have been well aware of the negative press they have been receiving. Indeed, while the name Brooklands SIPP has become synonymous with misselling of SIPP’s. As a result, the FSCS (Financial Services Compensation Scheme) is paying out to clients who invested in their […]

kodak pension plan

Do you hold a Kodak Pension?

Do you hold a Kodak pension? If you are part of the Kodak pension (Kodak Pension Plan – KPP) then it is likely you have received a newsletter from the Kodak UK Pensions trustees, but also as reported by Josephine Cumbo in the Financial Times plan members face a threat of pension deductions. The message from Kodak […]

French PERP/QROPS

No French PERP/QROPS – You can still transfer

Are you aware that HMRC has cut all French PERP/QROPS? As of December 2016, all French PERP/QROPS were delisted by HMRC.  A PERP (Plan d’Epargne Retraite Populaire) is a long-term savings product that provides an additional regular income from retirement age. A QROPS (Qualifying Recognised Overseas Pension Scheme) is a non-UK based pension scheme recognised by […]

No American QROPS – You can still transfer UK Pensions

No American QROPS – You can still transfer UK Pensions

Are you aware that HMRC has cut all American QROPS? From the 9th March 2017, the Chancellor of the Exchequer announced in his annual budget the introduction of an Overseas Transfer Charge (OTC). The OTC is, in essence, a 25% tax on any pension transfer to a QROPS for those that reside outside of the EEA […]