Tag Archives: expat pension
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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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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charges, encashment, stopping reducing payments, impartial response, devere partners

Generali International Terms and Conditions

Do you have a Generali International Vision plan? Are you unsure of the answers to the following questions? How does it work? What are the terms and conditions? What are the charges/how do the charges work? Can I access/encash some or all of the money that I have saved? What are the implications of reducing […]

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offshore ifa, expat financial adviser, qualifying recognized overseas pension scheme.

Guernsey QROPS: Only ‘Guernsey Resident-Only’ Schemes To Be Approved In Future

A Guernsey government statement this morning has revealed that HMRC has informed them that in future, Guernsey pension providers will only be permitted to accept transfers of the UK pensions belonging to Guernsey residents. This has caused much confusion among Guernsey based QROPS providers and will lead to much discussion in the coming days. What […]

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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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State Pension Facts for British Expatriates

Obtaining a UK State Pension Forecast

The best way to establish the number of qualifying years that you already have as well as the level of state pension that you can currently expect, is to contact the state pension forecasting team in Newcastle. Their telephone number is +44 191 218 3600. If you contact them, they will then send you the […]

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