Insights
Planning for a comfortable retirement
Sorting out your money for retirement is more complicated than arranging to have your pension paid into the bank after you give up work. Pensions come with lots of options and making the right financial choices for you may mean talking about your plans for later life with a professional adviser. Moving money can…
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Five big retirement planning mistakes of UK expats
Expat life is complicated enough having to cope with a new language and culture, but don’t forget to sort out your finances. Managing pensions and investments in the UK while living sometimes thousands of miles away in a different time zone takes organisation and patience even with online access to banks and financial providers….
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Retirement planning for UK Expats in Dubai
Retiring early is the dream for most expats in Dubai but the financial reality is few know if they can afford to give up work. For too many years, retirement has been decided by age rather than financial status. As soon as you reached 65, you stopped work and received a state pension. Now…
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Early pension transfers
Sometimes changes at home or work can lead to retirement savers transferring their pensions between providers. If you are considering a switch, here are some of the most frequently asked questions about pension transfers explained. Do I have to leave my pension when I leave a job? No. You can take your pension with…
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How to claim a super DASP as an expat leaving Australia
British expats working in Australia may have payments into a superannuation pension even if they do not intend to retire there. Employers should make the payments for all eligible employees even if they are only temporary residents. On leaving Australia, expats can reclaim this money under the ‘departing Australia superannuation payment’ or DASP. Expats…
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New private pension law?
Expats must wait and see what new laws say before they can work out how much they are likely to get under new private pension laws. Chancellor Philip Hammond heralded new rules with some passing remarks in his autumn statement 2016. No one knows exactly what is on the way – but here is…
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