All posts by Credence

Reasons for transferring a pension ...


  IFAs and pension providers talk up the benefits of pension transfers – but is changing horses so close to retirement worthwhile? Moving pensions is only worthwhile if you are achieving some financial objective and sometimes consumers must weigh up the cost of switching against the benefits. If you feel that moving your pension might … Continue reading Reasons for transferring a pension – and one why not

Five big retirement planning mistak...


  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. … Continue reading Five big retirement planning mistakes of UK expats

How to claim a super DASP as an exp...


  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 … Continue reading How to claim a super DASP as an expat leaving Australia

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