How to Transfer your UK Pension to Australia
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 [...]
Caveat Emptor – UK Defined Benefit Pensions
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 [...]
Have you left your UK pension home alone?
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 [...]
Super for the self employed
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) [...]
Developing an investment strategy: A handy checklist
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 [...]
DB pension transfers worth more than houses
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 [...]
Overseas pension transfers more complex under new FCA rules
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. [...]
State pension top-up: pay £741 now to get an extra £5,925 when you retire
If you’re now an Australian resident contemplating topping up your UK state pension, care needs to be taken. #demandproperadvice #ukpensionsadvice Further reading…
FCA stops pension transfers from 16 advice firms
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 [...]