BT Pension Transfer Advice | Should you transfer?

Posted on 21st August 2018 in Company News

Do you hold a BT Pension? – BT pension transfer advice The BT pension scheme currently has one of the largest pension deficits throughout the world.  More recently it was in the news for an accounting error underestimating the scheme by another £500 million. Furthermore back in March, BT announced their final salary scheme would end in the May […]

Do you have a Halliburton Pension?

Posted on 21st August 2018 in Advice

Halliburton Pension- Background Halliburton Company is an American multinational corporation. One of the world’s largest oil field service companies, it has operations in more than 70 countries.It owns hundreds of subsidiaries, affiliates, branches, brands, and divisions worldwide and employs approximately 50,000 people Unlike a number of companies, The Halliburton defined benefits/final salary pension scheme is one of the […]

US Expat Investment Advice

Posted on 26th July 2018 in Expat Families

US Expat Investment Advice It is unknown exactly how many US expats are currently living abroad. In 2016 the US State Department estimated there are 9 million U.S citizens living overseas, however, these numbers are open to challenge and can change quickly. On top of the normal concerns of education for children and where to live, […]

Pension Sharing Order for a QROPS

Posted on 25th April 2018 in Advice

Pension Sharing Order for a QROPS Pension sharing order for QROPS is becoming increasingly common. Although at first, they can seem complicated to sort out, there is a simple process that can be followed to facilitate the court requirements. To start with let’s break down the overall position and terminology used. QROPS – What exactly is it? […]

Do you hold a Nortel pension?

Posted on 6th April 2018 in British expats

Do you hold a Nortel pension? If you are part of the Nortel pension scheme then it is likely you have recently received a letter from Nortel UK Pensions. The message from the Nortel Pension Trustees informs you about your defined benefits pension and the options available. Nortel Networks Background Nortel filed for bankruptcy protection […]

What impact does the 720 Modelo have on my pension?

Posted on 6th April 2018 in Advice

720 Modelo and my pension Before answering ‘what impact does the 720 Modelo have on my pension’ we are best off breaking it down. Many of our clients know about the 720 Modelo but are unsure the exact details and associated implications. So…… What is the 720 Modelo? Brought in under new legislation in 2012 […]

The Generali Vision Scandal – How Unhappy are you?

Posted on 26th March 2018 in Advice

The Generali Vision… Your Offshore Pension Plan. Your Offshore ISA. The key to your education planning. Thousands and thousands of these policies have been sold to expats in the last decade or so, and if managed correctly (we cannot emphasise strongly enough how important the help of quality financial advice is in this regard) they can […]

Do you have a Britannia QROPS?

Posted on 21st March 2018 in Advice

Britannia QROPS? If you have previously lived in New Zealand then there is a good chance you hold a Britannia QROPS. First of all,  let me make clear that Britannia Financial Services is a well-established reputable company. They have dealt with thousands of UK transfers of pensions and if you live in NZ then there would be […]

Do you hold a BBC pension scheme?

Posted on 14th March 2018 in Advice

Do you hold a BBC pension scheme? We have recently been contacted by a number of clients who have received details of their defined benefits BBC pension scheme and the options available to them. The letter from the BBC states you have 2 options. Option 1: Claim your full BBC pension. This means the full defined […]

QROPS Complaints! Have you been missold a QROPS?

Posted on 8th March 2018 in Advice

QROPS Complaints Have you been mis-sold a QROPS? Are you currently in a Maltese or Gilbrator QROPS but don’t know why and are now locked in with expensive annual management charges and penalties for leaving your current investments. Unfortunately here at Harrison Brook, we receive numerous QROPS complaints from more and more clients who have unnecessarily been […]