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Pension Transfers

Top planning opportunities two years on from pension freedoms

Best Practice | 3 Jul 17

Top planning opportunities two years on from pension freedoms

There are exciting new market opportunities for the taking, two years after the UK pension freedoms were introduced that raised customer awareness of the need for pension planning, says Matt Ward, communications director at AKG Financial Analytics

Pension transfer advice rules were ‘past sell-by date’

Retirement | 21 Jun 17

Pension transfer advice rules were ‘past sell-by date’

The financial planning industry in the UK has welcomed the FCA’s plans to overhaul advice on pension transfers, with many describing the reforms as long overdue.

Retirement | 18 Apr 17

Nine countries dropped as Qrops list culled by 30%

Nine countries were dropped and one added when HM Revenue & Customs updated its list of qualifying recognised overseas pension schemes (Qrops) on Tuesday after it was temporarily suspended following drastic changes to overseas pension transfers.

Europe | 29 Mar 17

Triggering of Article 50 a fresh blow for Qrops

The UK government’s move on Wednesday to kick start the official two-year process for leaving the European Union is likely to be a further blow to a Qrops industry still reeling from the shock 25% charge imposed earlier this month.

More firms in the FCA firing line after Holborn sanctions

Retirement | 23 Mar 17

More firms in the FCA firing line after Holborn sanctions

Several more firms are at risk of being sanctioned by the Financial Conduct Authority (FCA) as the regulator steps up action against international IFA firms specialising in overseas pension transfers, says Tim Searle, chairman of Dubai-based advisory firm Globaleye.

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.