Montfort International
Best Practice | 22 Aug 17
Qrops transfer rights secured but specialist advice essential
The UK government’s decision to make pension transfers into recognised overseas schemes a statutory right has been welcomed by the industry, but experts caution that advisers will need real expertise to ensure clients don’t fall victim to scams.
Retirement | 29 Jun 17
Montfort told to pay back client for unsuitable Qrops advice
A UK IFA firm which specialises in advising Britons moving overseas has been ordered to compensate a client over “unsuitable” pension transfer advice.
Tax & Regulation | 8 Jun 17
‘Questions need to be asked’ about the Rops list suspension
HM Revenue & Customs’ list of recognised overseas pension schemes (Rops) may be back, but the delay in issuing it has to be carefully analysed, says Montfort International managing director Geraint Davies.
North America | 15 Feb 17
All Canadian schemes removed from HMRC Rops list
UK pension transfers to Canada have been effectively blocked after the three remaining Canadian recognised overseas pension schemes (Rops) were removed from HM Revenue & Customs’ (HMRC) list on Wednesday.
Profiles & Comment | 29 Nov 12
storms ahead for the qrops industry
As 2012 comes to a close, Montfort International managing director Geraint Davies voices his concern that there could be trouble ahead for the overseas pension scheme sector…