Expat Financial Advice Articles

Expat financial advice from the experts

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 […]

annuities for expats

Annuities for expats – What you need to know

Don’t get talked into buying an annuity. With the right information and research, you should decide whether an annuity is the best choice for you. So what is an annuity? Simply put, an annuity is a product sold mostly by insurance companies. In exchange for a lump sum, they will provide you with a guaranteed […]

May 2019 Market Update By Nexus Global

Our May 2019 market update has been written by Jordan Buchanan using data supplied by Quilter Cheviot, and from publicly available data sourced from Bloomberg.com. General Market Summary in April Global equity markets rose for the fourth consecutive month in April, as the S7P 500 recorded a new high for the first time since last […]

Canadian QROPS

No Canadian QROPS – you can still transfer UK Pensions

Did you know that HMRC has cut all Canadian QROPS? In February 2017 Her Majestys Revenue and Customs (HMRC) decided to cut all Canadian QROPS / ROPS (Qualified/ Recognised Overseas Pensions Schemes) from the ROPS list. The reasons being that Canadian retirement plans allow for the holder to use their pension as collateral when buying a […]

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 […]