Categories

QROPS

Investment portfolios and risk management
August 23, 2025
Investment portfolios and risk management

Investment portfolios can become unbalanced due to the different elements performing at differing rates of growth.

Making the most out of the rule changes to QROPS
April 4, 2025
Making the most out of the rule changes to QROPS

With the new rules in place, there are several issues that need to be considered.

QROPS transfers - rule changes
February 6, 2025
QROPS transfers - rule changes

The recent UK budget has changed QROPS transfer rules and their tax treatment.

Who is not eligible for QROPS?
December 19, 2024
Who is not eligible for QROPS?

When considering an overseas pension transfer, it’s important to know that not all pension funds qualify as Recognized Overseas Pension Schemes (QROPS).

Choose your currency with a QROPS
August 21, 2014
Choose your currency with a QROPS

Expatriates planning to retire outside the United Kingdom will likely make most of their purchases in a currency other than British pounds.

Pension schemes in the UK and Spain compared
December 19, 2024
Pension schemes in the UK and Spain compared

Comparing pension schemes in the UK and Spain: how do the two systems differ?

Cost of living in France compared to the UK
Cost of living in France compared to the UK

Before moving, it's important to compare the cost of living in France with that in the UK.

European pensions and migration: the revolving door
November 19, 2014
European pensions and migration: the revolving door

European pensions: people are always on the move, especially in retirement.

Multi-jurisdiction divorce and pensions
September 14, 2023
Multi-jurisdiction divorce and pensions

Divorce can be a challenging process, even under the best circumstances.

Investment charges
Investment charges

Full transparency on fees and charges is a requirement for all parties involved in pension transfers.

New Lifetime Allowance rules
May 2, 2024
New Lifetime Allowance rules

There have been additional changes to the rules concerning the Lifetime Allowance.

Abolition of the LTA in the UK Budget
March 19, 2023
Abolition of the LTA in the UK Budget

No one anticipated the removal of the LTA in the Budget, despite the rumours that had been circulating.

Pension investment strategy
April 10, 2024
Pension investment strategy

How to draft a pension investment strategy in uncertain times

Retirement planning: new year, new country?
December 22, 2023
Retirement planning: new year, new country?

A focus on retirement planning for the New Year.

Updating your pension plan
February 17, 2024
Updating your pension plan

When making changes in life, you should also consider updating your pension plan.

QROPS transfers guidance
August 28, 2023
QROPS transfers guidance

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

Pension transfer regulation
June 19, 2023
Pension transfer regulation

New pension transfer regulation will help combat pension scams.

Pension transfer cost
May 4, 2018
Pension transfer cost

Fees have fallen significantly in recent years.

When your financial advisers go bust
October 12, 2017
When your financial advisers go bust

Unfortunately, it can leave a trail of destruction in its wake.

What to do if you hold suspended funds in your pension portfolio
November 16, 2017
What to do if you hold suspended funds in your pension portfolio

Search the web for pressure groups and sign up for social media sites which are trying to take action against the wrong-doers.

The end of cold calling for pensions
August 26, 2017
The end of cold calling for pensions

Unfortunately, problems caused by nuisance calls are more widespread than ever before!

Tax on pension transfers overseas
March 31, 2017
Tax on pension transfers overseas

I’ve been scratching my head and trying to think of the benefits of the new UK tax on pension transfers...

Time to modernise your pensions?
June 22, 2015
Time to modernise your pensions?

From time to time, you may decide to upgrade your possessions; why not modernize your pensions...

QROPS Case Example
August 15, 2014
QROPS Case Example

When is a QROPS suitable?

QROPS and the Lifetime Allowance | The key issues!
QROPS and the Lifetime Allowance | The key issues!

Both QROPS and the Lifetime Allowance should be considered by those seeking to transfer large UK pensions abroad. LTA protection is available.

QROPS in Ireland for British expat residents
January 2, 2014
QROPS in Ireland for British expat residents

QROPS in Ireland are proving to be the ideal solution for British expats seeking to access their UK pension plans early..

QROPS Ireland
December 21, 2013
QROPS Ireland

The use of QROPS in Ireland as a vehicle for the transfer of UK pensions for returning Irish expats is becoming increasingly popular...

QROPS Netherlands
August 18, 2013
QROPS Netherlands

QROPS in the Netherlands: QROPS are increasingly becoming the pension planning vehicle of choice for British expatriates...

UK pension transfer when retiring to France
March 11, 2013
UK pension transfer when retiring to France

QROPS in France: On retiring to France, if you decide to exercise your right to transfer your UK pension...