If you are looking to transfer a UK Pension fund to Australia in 2020 you may well discover it is a complicated process. Complicated, but in many circumstances worth it. It is understandable that [...]
It’s as rare as an effective British politician these days, but I learnt Latin at school. In my defence I did it to escape “Home Economics” which is a decision both my wife and myself are [...]
Sometimes it can be quite confusing being a UK expat living permanently in Australia. Do you follow AFL or NRL? Are you still allowed to call it football or must it be soccer? Is Vegemite [...]
If you’re self-employed in Australia, there’s a good chance your retirement savings aren’t all they could be. In fact, research from the Association of Superannuation Funds of Australia (AFSA) [...]
No matter what stage of investing you are at, it’s important to have a strategy that matches your goals and personal needs and to keep checking that it’s working for you. Here’s a checklist [...]
If you require proper advice around your defined benefit pension demand that your adviser has at least the absolute minimum qualifications the UK FCA insist upon. Only seek qualified, regulated [...]
At last the FCA is looking further afield to protect UK Pension scheme members from unqualified and under regulated advisers. As a full cross border advice firm we applaud these developments. [...]
If you’re now an Australian resident contemplating topping up your UK state pension, care needs to be taken. #demandproperadvice #ukpensionsadvice Further reading…
Have you received a UK pension transfer report arranged by your Australian based adviser recently? At last the FCA is finally doing something about all these defined benefit transfers from the UK [...]