Categories

Pension transfers outside EU

Stacks of coins arranged from low to high with an overlaid bar-and-line growth chart, while two business professionals sit blurred in the background at a desk.
January 13, 2026
Capital Gains Tax

Budget statements are always preceded by a slew of rumours and conjecture. The 2025 UK Autumn budget was no exception.

SIPP (Self Invested Personal Pension) - acronym on wooden cubes on coins on a gray background. Business concept
May 15, 2025
SIPPs for US residents

There are many expats with UK pensions living in the USA. It can be a challenge to get access to these pensions!

Pension fraud and how to protect yourself

The introduction of the Pensions Act 2014 has resulted in a significant increase in pension fraud incidents in the UK.

Financial advisor providing guidance on QROPS pension transfers during a consultation
August 28, 2023
QROPS transfers guidance

The Pensions Regulator's guidance notes on QROPS transfers are welcome.

June 19, 2023
Pension transfer regulation

New pension transfer regulation will help combat pension scams.

November 6, 2018
Sustaining pension income in retirement

Cash-flow modelling is fundamental to accurate and quality retirement advice.

Brexit and SIPPs

International SIPPs allow access to (almost) any fund available globally.

A mature couple working together at a desk; the woman takes notes with a pen while the man types on a laptop next to a calculator, representing personal pension management.
January 25, 2018
What can a SIPP invest in if you retire in France?

Pension situations can be improved by utilising the increased availability of funds and choice of currencies.

UK pension transfers to the US

The solution is to use an International SIPP with a suitably flexible investment portfolio underlying the basic structure.