Advice Articles

Expat financial advice from the experts

BBC pension scheme

Do you hold a BBC pension scheme?

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 […]

draw-down

Retirement Financial Advice?

Retirement Financial Advice First of all when people hear the words “retirement financial advice” they immediately think of pensions, wealth management and personal finance advisers. As well as whether or not they have enough money to enjoy life once retired. Money is an important factor upon retiring, however, it is not the only aspect to […]

stakeholder pension

Can I transfer my stakeholder pension?

Stakeholder Pension Transfer?  Is a Stakeholder Pension Transfer possible? is a question we are getting asked more and more. With pensions being at the height of current affairs, everything from a QROPS to a SIPP being discussed, it is important to define exactly what a Stakeholder pension is. Stakeholder pensions are a type of defined […]

QROPS v SIPPs

How will retiring abroad affect your pension?

Retiring abroad If you’re approaching retirement age, the chances are you’ve spent a good few months thinking about how you’ll spend the upcoming years. You may plan to travel, take up a new hobby, spend more time with family or even take on another type of job. For many people, however, the lure of hot […]

Guernsey QNUPS

Investing into UK Property from your pension (Guernsey QNUPS)

What is a Guernsey QNUPS? In simple terms a QNUPS (Qualifying Non UK Pension Scheme) is a qualifying non UK pension scheme that is UK tax recognised. They are established primarily to secure additional pension income for a individual upon retirement. The UK Property Marketplace After a fairly tumultuous period there is still great interest […]