Resources

What is an Exchange Traded Fund (ETF)? 

Exchange Traded Funds (ETFs) are an efficient and low-cost way of investing in shares or other assets and have become...

Houses of Parliament

Why UK Pension Qualifications Matter 

It is a fair question. You have worked hard and built a substantial pension in the UK. Now that you...

Should You Use a Self-Managed Super Fund (SMSF) for Your UK Pension Transfer? 

Should You Use a Self-Managed Super Fund (SMSF) for Your UK Pension Transfer?  If you’re a UK expat or returning...

7 Key Areas to Look for in a UK Pension Adviser

7 Key Areas to Look for in a UK Pension Adviser  Selecting the right adviser to assist with your UK...

Person holding out credit card

Should fees be the key driver in choosing an adviser?

Understanding the True Value of Financial Advice  One of the most common first questions we receive is: “What are your...

How to Transfer your UK Pension to Australia

If you are looking to transfer a UK Pension fund to Australia in 2025 you may well discover it is...

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?...