Category Archives: Pensions

How to transfer your UK pension to ...

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Qualifications to transfer UK pensions to an Australian QROPS Self-Managed Superannuation Fund (SMSF) 55 plus Individuals should be 55 years of age and above but not beyond 65 years unless employed in Australia Only certain schemes that are not ‘in payment’ can be transferred. They are: private pension schemes, Self-Invested Personal Pensions (SIPPs), and final … Continue reading How to transfer your UK pension to Australia (Updated 2018)

Are You Fully Aware of the Death Be...

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Knowing the type of personal pension that you have is key to understanding what will happen to your pension in the event of your death. The type of your scheme, as well as whether you have already begun to draw the pension, will determine what your partner, children and any other beneficiary will receive. In … Continue reading Are You Fully Aware of the Death Benefits on Your UK Pension?

British/UK Pension in Australia New...

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Australia is a popular retirement destination for British expats due its warm climate and quality of life. Cities such as Sydney, Melbourne and Brisbane offer an excellent standard of living, and therefore it is no surprise that many Brits choose to move there every year. If you are considering retiring to Australia from the UK … Continue reading British/UK Pension in Australia New Rules – Updated for 2017

How Ring-Fencing Rules Will Affect ...

Barclays Pension Changes 2017

Hidden in Barclays’ July interim results, was an issue that has the potential to affect almost a quarter of a million people in the Barclays pension scheme.The bank’s pension scheme is not in great shape, and as at 30th September last year, the pension shortfall stood at a staggering £7.9 billion. The deficit has increased … Continue reading How Ring-Fencing Rules Will Affect The Barclays Pension Scheme

UK Defined Benefit Pension Plans &#...

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Relative to defined contribution pension plans, defined benefit pension plans are complex investment vehicles. A defined benefit plan is a type of pension in which an employer or sponsor promises a specific payout upon retirement. The payout is calculated on a variety of factors such as length of employment, salary history and age at retirement … Continue reading UK Defined Benefit Pension Plans – Should You Transfer Out?

What happens If my UK pension schem...

UK Pension Deficit

On July 3rd, PwC announced that the UK Pension Deficit is currently at an astonishing £460bn, meaning that the potential liabilities of the schemes are greater than the assets. The deficit has been brought about by increasing life expectancy, underfunding by companies, and a fall in equities and bond yields. Due to this deficit, companies … Continue reading What happens If my UK pension scheme has a deficit

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