If you hold the Thames River Hillside Apex Fund through your Generali International Vision/Choice plan then you should know that this fund was suspended 3 years ago, at the height of the financial crisis, and that a special sub fund was established to sell off the assets and effectively wind down the main fund. [If […]
Archive | May, 2012
Expat Action Point #3 – Update Your Contact Details
I recently came across a client with a UK life insurance policy. However, he hadn’t updated the insurer with his current contact details. In the mean time they wrote to him, using the address that they had on file which was no longer valid, to inform him that his premium was no longer sufficent to […]
A Primer on the Greek Crisis
If you aren’t already thoroughly fed up hearing about the Greek crisis and would actually like to know the reasons for all of their problems as well as possible solutions, these 4 videos are a great primer. Part 1: Greek Debt Recession and Austerity – A primer of why Greece is in a tough situation […]
Weekly Market Review – Growth Agenda
Weekly Market Review for Week Ending 25th of May 2012 The economic debate in Europe appears to have become increasingly polarised between ‘austerity’ and ‘growth’. Although International Monetary Fund (IMF) chairman Christine Lagarde has, among others, rightly suggested this is a false choice – another commentator has likened it to arguing about where to stand […]
Is it Time to Invest in BRICs?
According to HSBC Asset Management, the BRIC (Brazil/Russia/India/China) countries are trading at an average discount of 30%. Therefore, this would seem like a good time to revisit investing in BRIC funds. [I love buying things when they are cheap, must be my Scottish blood.] In terms of five-year averages, the Russian market is the most […]
Help!! I’ve Got 3 Work Pension Schemes, 2 Personal Pensions And I Can’t Keep Track of Them All – A Case Study
Like many workers who change jobs as they climb the corporate ladder, Paul, 42 years old, has lost track of a range of personal and work pension schemes. In the past 15 years, he has worked for 5 different companies in 3 different countries. He has also moved house seven times. He lives with his […]
Weekly Market Review – Emerging argument
Weekly Market Review for Week Ending 18th of May 2012 An increasingly vocal minority of market commentators are suggesting the emerging markets – and China in particular – are not the saviours of the global economy and may, in fact, be heading for a period of significant weakness. If true, this is a worrying development. […]
Are These the Next BRICs?
According to Katie Koch, managing director at Goldman Sachs Asset Management, South Korea, Mexico, Indonesia and Turkey are the four countries that are growing at a faster rate than any other in the emerging market space and are most likely to be the next BRICs. In her view: These are the four countries which have […]
Help, I’ve Lost my Pension!!
According to recently published figures, a staggering GBP3 Billion is sitting unclaimed in occupational and personal pension funds. As well as being down to workers generallu moving company more frequently and as such losing track of their pension funds, this problem has been exacerbated by companies changing their name or ceasing trading. As expats this […]
An Alternative to QROPS
Ripples have gone through the QROPS (Qualifying Recognized Overseas Pension Scheme) industry in recent weeks, as Guernsey lost it’s QROPS status. Prior to this, Guernsey had been considered to be a premier centre for QROPS. Whilst existing QROPS based in Guernsey will not be impacted, immediately, it places a huge question mark over the long-term viability of […]
For a free financial healthcheck contact us today.
- Generali Vision – Cooling Off Period
- What Is Time Apportionment Relief?
- DeVere Warn Against Pension Busting
- QROPS Provider in Liquidation
- What is a UCIS?
- Gold Suffers Worst Monthly Run for 16 Years
- What is a QROPS?
- Week in Focus – One Step Ahead
- Bond of the Week
- Warning: if the taxman gets your bill wrong it’s officially your fault
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The Expat IFA: Hi Mary, thanks for taking the time to get in touc…
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Mary: Do I get this time apportionment relief on a Gener…
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6 Ways To Wreck Your Retirement | Expat Financial Cents: [...] experienced with them. Derivatives, small ca…
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