Advice Articles

Expat financial advice from the experts

Merchant Navy Officers Pension Fund

Merchant Navy Officers Pension Fund – MNOPF The Merchant Navy Officers Pension Fund, also known as MNOPF was formed in 1938 and provides Defined Benefits pensions for ship’s officers and their families. A Defined Benefit pension is a guaranteed income for life from retirement, often with 50% of the annual amount passing to the spouse […]

international SIPP benefits

Best International SIPP: The Expat Pension Solution?

Are you looking for the best International SIPP out there? Retirement planning has always been one of the most complex areas of financial planning. With so many different solutions available, all with differing features, picking the product that universally suits your needs can quickly become overwhelming. Add in the fact that you may have moved […]

Section 32 Buyout Harrison Brook

Section 32 Pensions – What you should know

Section 32 Pensions – What is it? A Section 32 Pension is an old pension policy, used mainly pre 1988 to transfer pensions rights that had been built up in a workplace scheme, into an individual pension policy. They were often used if an occupational scheme was about to be wound up or the employee […]

QROPS Australia

QROPS Australia – Is it the right option for you?

If you are planning to move to Australia whether as a retiree or to work then considering what you want to do with your UK pension should be a priority. There are various options available to you depending on what your requirements, position and intentions are. A QROPS Australia is one of these options. Australian […]

pension protection fund

What is the Pension Protection Fund (PPF)?

A Brief History of the Pension Protection Fund The Pension Protection Fund (PPF) was founded as part of the Pensions Act in 2004 and officially ‘opened’ in 2005. It is a statutory public corporation accountable to Parliament through the Secretary of State for the Department for Work and Pensions (DWP). Although set up by the […]

enhanced pension transfer

Enhanced Pension Transfers – What you should know

Enhanced Pension Transfers If you have been part of a company pension scheme, specifically a Defined Benefit scheme, also called DB scheme, then you may have come across the term “Enhanced Pension Transfer”. The explanation of this is not always clear and we will be going into greater detail in this blog. Background on Defined […]

UK pension transfer to the Netherthands

How can I transfer my UK pension to the Netherlands?

If you have worked in the UK, built up a UK pension either personal or via the company you were working for, there are options available to transfer your UK pension to the Netherlands. Within this blog, we will be looking at: Options available for transferring a UK Pension to the Netherlands A QROPS and […]

UK Pension Transfer to Australia

UK Pension Transfer to Australia – Consider your options

Australia is one of the most popular destinations for British expats and it’s easy to see why. A fantastic climate, the English language, a stable economy and good healthcare all contribute to the reason why many Brits make the long journey. Once settled one of the key areas that people need to address is their pension and […]

UK Pension Transfer to Switzerland

UK Pension Transfer to Switzerland – Things to consider

There is good news for the UK and Switzerland relationship. The insurance sector post-Brexit will continue to trade freely. The two nations struck a deal at the World Economic Forum in Davos on the 25th of January. This is one of the first positive moves we see from the UK towards a productive relationship with […]

uk pension transfer to portugal

UK pension transfer to Portugal

Are you one of the lucky expats living in Portugal?  A country filled with stunning sceneries, superb beaches, friendly locals and where the sun glows all summer long?  If you are living in this beautiful country or you are planning to, have you thought about a UK pension transfer to Portugal? Your exceptional position as […]