by Will | Jun 28, 2016 | Uncategorized
The lifetime allowance, moreover the issue of exceeding it, promises to become a problem for an increasing number of individuals. On 6 April 2016 the lifetime allowance was reduced to just £1 million. This might sound like a significant sum, but to put this into some...
by Will | May 13, 2016 | Uncategorized
Returning to the UK with a QROPS? Since the introduction of QROPS in April 2006, billions of pounds worth of British pension funds have been transferred to QROPS, the majority of which by expatriate Britons who had done so having planned to remain overseas for the...
by Will | Sep 15, 2015 | Uncategorized
Are you the victim of poor fund performance? Is your investment portfolio continually falling to produce the returns you expected or were promised? Perhaps you have an underperforming pension fund and are worried about meeting your needs at retirement? You may be...
by Will | Sep 15, 2015 | Uncategorized
The Royal London 360 PIMS is frequently recommended to clients for both lump sum savings and to hold the underlying assets within QROPS portfolios. We can help clients pay lower fees on their RL360 PIMS when investing via First Equitable. The RL360 PIMS is...
by Will | Sep 14, 2015 | Uncategorized
Do you own an existing Zurich Vista Savings Plan and need a new Financial Adviser? Or perhaps you have been recommended a Zurich Vista Savings Plan and would like some friendly straight-talking advice on its suitability for your needs? We have helped many clients turn...
by Will | Sep 14, 2015 | Uncategorized
This QROPS Guide looks to explore the work that is required behind the scenes before you transfer your UK pension benefits into a Qualifying Recognised Overseas Pension Scheme (QROPS). Ensuring you receive the very highest standards of professional advice from a...
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