For many years the regulator in the UK, the Financial Conduct Authority (FCA), has ramping up the introduction of legislation to make it more difficult
The Labour Party are proposing to raise the top tax bracket in New Zealand to 39% on earnings over $180,000 if re-elected. On the face of
The distance between you and your UK pension just got a whole lot bigger as the world has started to isolate, what seemed close is
The biggest determinate of transfer values is UK bond yields. The lower these go the higher the transfer value of pensions go. With COVID-19 spooking the markets
We all have those annoying and pesky tasks that we’ve been meaning to get around to. Sorting out your pensions is often one of them. Well, if
UK pension transfers are complex paper shuffling exercise at the best of times. They are also often constrained by the strict timeframes given for defined benefit
We’ve been in the pension transfer game a while, since 1999 to be precise, so have seen our fair share of crises. Most of them have
The amount that companies would offer as a transfer value for a £10,000 annual pension rose from £238,800 at the end of 2019 to £245,800
Overlooking the formula method for tax on pension transfers is dangerous. If you have been in New Zealand for longer than four years and want
Recent official statistics for New Zealand show that some British migrants are chosing to return to the UK. A recent Stuff.co.nz article suggests high rents and
Transfers to QROPS are still popular with expats, and people returning home from working in the UK. Since QROPS started in April 2006, some 123,100
Over 30,000 people have transferred their UK pensions to a Malta QROPS even though they don’t live there. We have spoken with many Malta QROPS pension
Defined benefit pensions in the UK set a defined benefit at the date of leaving the scheme. This benefit is based on the final salary of
Over the years, but far more regularly lately we’ve come across many people who have been sold a “pup” by slick overseas advisers and moved
If you want to transfer a UK defined benefit pension the UK regulator (the FCA) has made it really blinking hard. If your pension has
OK so there’s been a big and boring legal stoush going on in the UK… the upshot of which is that UK pension schemes trustees
Brexit, Trump and so much more, it seems that everyday is a rollercoaster on the exchange rate front. With so much uncertainty there is always
Every final salary pension transfer over £30,000 needs FCA advice Back in 2016 the Financial Conduct Authority (FCA) made it compulsory for anyone wishing to
UK pension providers appear to be grinding slowly to a halt on all pension transfers as walls go up and a seige mentality grips them.
People of all ages are getting out of their final salary and defined benefit pensions in the UK, and the numbers are unprecedented. Spurred on
Xafinity1 produce a monthly pension transfer value index, where it’s actuaries (read smart math’s people) calculate what the value of someone’s pension would be worth