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expat financial advice

4 Reasons to Consolidate Your Pensions

Better reporting Consolidated asset allocation Simplicity Lower fees

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Have you lost a pension?

Have You Lost a Pension?

If you have worked in the UK and were a member of a pension scheme (personal or employer) that you have since lost track of, the government’s pension tracking service might be able to help you find it. Just follow this link. Please feel free to forward this post to any friends or colleagues who […]

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Five investments that helped your parents retire early

Five investments that helped your parents retire early

The best performer turned £10,000 into £1.47m in 28 years. Emma Wall of the Daily Telegraph on five incredible investments. Read the full article here.

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6 Ways To Wreck Your Retirement

6 Ways To Wreck Your Retirement

Despite the multitude of resources (websites, books, magazines, advisers, etc) available for expat retirees, there will always be those who fail to make their retirement savings last for the rest of their lives. There are many ways to avoid this, some of which are more proactive while others are reactive in nature. But none of […]

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pulling hair out

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 […]

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Finding a lost pension

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 […]

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Look under the hood of your employer pension

Give Your Frozen Pension a Health Check – Case Study

I have recently been working with a client who has a frozen pension scheme with his employer. He has worked for the same company (a large multinational) for the past 20 years. The first 10 or so were spent in the UK and he was a member of the pension scheme there for that time. […]

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3 basic risks for British expatriate pensioners

3 Retirement Risks for Expats

There are 3 basic risks for retired expatriates. They are: Longevity Risk – The risk that you live for longer than your money. Market Risk – The risk of adverse market conditions through your retirement. Inflation Risk – The risk that the cost of living increases more rapidly than your income.

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UK mortality rates rose again last year.

Good News Bad News

Let’s start this blog with some good news, UK mortality rates rose again last year. This means that, statistically at least, you are likely to live for longer. The number of deaths fell to 484,000 in 2011, this is the third year in a row they were below 500,000, figures from the Office for National […]

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