A new law allowing co-habiting couples to register as civil partners could add billions to the liabilities of defined benefit (DB) pension schemes.
Using actuarial data of company pension schemes and the latest Office of National …Read More
Pensions have become far more flexible and tax efficient over the past 10 years leaving us with an effective tax and estate planning vehicle. However, this leads to the question, what role does a Critical …Read More
Dubai: Property owners in Dubai better be willing to cut their asking prices if they want to sell. If not, they are staring at future disappointments.
With offplan sales from developers overwhelming demand in the secondary …Read More
Defined benefit pension schemes are offloading more than £10bn a year in liabilities due to members transferring out their pension pots, analysis from JLT Employee Benefits has revealed.
The company reported that transfer volumes now rival …Read More
Consolidation will see just 1,000 defined benefit schemes still operating in 25 years’ time, according to a new report, but some experts doubt the appetite from government or the private sector to bring about economies …Read More
Around one million individuals will transfer out of their defined benefit (DB) pension schemes in the next 25 years, Hymans Robertson has predicted.
The consultant forecasts, published today (8 February), showed that some 40,000 savers a …Read More
As demand for domestic and international financial advice continues to soar, more must be done to attract young talented individuals into the financial services industry, to prevent advice becoming a privilege exclusively for the wealthiest …Read More
One of the most important tasks undertaken by a financial adviser is to help clients consider their life expectancy.
This is often a tricky subject to broach. Contemplating our mortality can be an uncomfortable scenario for …Read More
Incredibly generous offers made to people with “final salary” pensions have continued to convinced thousands of savers that swapping the guaranteed income offered by these schemes for a cash lump sum is a serious consideration.
Such …Read More
The Financial Conduct Authority (FCA) has issued a warning about scammers using social media platforms such as Facebook, Twitter & Instagram costing victims £87,000 a day to these types of scams. The scammers are advertising all …Read More
Further to my recent blog “7 reasons why you have already given up your new years resolutions”, I thought I would share Grant Cardone, New York Times bestselling author, international speaker, business innovator, social media personality …Read More
It has recently been announced that Zurich have written to the BBC asking for Eastenders to include a cold-calling scam around Pensions to raise awareness.
The letter was written and submitted by Zurich’s Senior Public Affairs …Read More
Due to continued demand from expats based in the UAE and Middle East in general who are considering acquiring a mortgage in the UK, I have created a list of Frequently Asked Questions (FAQs) that can assist with many of …Read More
When it comes to seeking financial advice, investing in a financial adviser should be exactly that – an investment. In the same way as allocating funds for your children’s future education or buying additional property is an investment, the …Read More
Now Listen – Did you know that only 8% of people typically keep their New Years Resolutions? How are you getting on with yours? Given the consistency of gym up already? Smoked that cigarette you …Read More
We talk a lot about our clients moving overseas, or returning back home, but what about internationally based financial advisers etc? What does it mean for a financial adviser to return home? What are the …Read More
If you are looking for a new home or start in retirement, you may need to look no further than France. More than 82 million people visit this wonderful country every year, with many retirees from all …Read More
Further to my recent blogs around retiring in “Switzerland”, “Germany” and “France”, I have now explored and enclosed my top 10 tips for retiring in Spain.
Thousands of expatriates make the decision to move to Spain …Read More
Having recently carried out a study on people wanting to retire overseas, I have completed the necessary investigation on potential locations and the reasons why they could be your ideal retirement location. I have recently …Read More
I am exploring the retirement relocation options and have recently released blogs on my 10 reasons why certain locations could be the perfect retirement home for you. Germany, Spain & France have been released to date, so …Read More
After reading my recent blogs “What makes a GREAT financial adviser?” and “The benefits of working with a GREAT financial adviser”, do you still think you can manage your investments and financial planning without help? …Read More
As we are discussing the “Why”, “Who” and the “When” around hiring a financial adviser, I thought now that we know what makes a great financial adviser, I believe we should look into the benefits …Read More
Further to my recent blog “Counting Sheep at night?”, I thought I would expand further on why money causes stress.
I believe money issues are the number one worry of Britons. Why is money such a major …Read More
The expat dream remains very much alive and very real amongst Brits, with a series of independent polls and official statistics. This suggests a continued upward trend of UK citizens seeking or actively committing to leaving Britain.
With …Read More