Blog

  • A series of events for advisers to learn how to help clients who are moving abroad

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    Alexander Beard are delighted to announce a series of four seminars at various locations during June, designed to help fellow financial advisers and financial planners to realise the opportunities to advise clients who are emigrating in areas such as QROPS. Whilst traditionally it has been difficult for advisers to get involved in these areas due t...
  • The 8 most important points from the 2014 Budget

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    The Chancellor may have gone for the popular phrase from Chancellors of yore by taking ‘a penny off a pint’, but what were the real big announcements during The Budget 2014? We summarise the 8 main points: 1. Changes to pensions mean many more options than just buying an annuity In measures to be introduced in April 2015, pensioners will have compl...
  • What is Auto Enrolment?

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    You will probably have heard of Automatic Enrolment by now, but what exactly is the government’s new approach to Workplace pensions and how will it affect you and your company? In this short video, we’ll take you through the introductory points of Automatic Enrolment to get you up to speed. Interested in finding out more? Click here to download our...
  • Paul Beard - Interview with International Adviser

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    Please click on the following links to see Paul Beard's interview with International Adviser... Part 1 - Paul Beard, founder and chairman of the Alexander Beard Group, on the fastest growing international markets... Alexander Beard Group’s Paul Beard explains where in the world his business is doing best and why he exited from the Isle of Man, Mal...
  • Understanding QROPS in five easy steps

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      Step 1 - Know what QROPS stands for and what it means QROPS stands for Qualifying Recognised Overseas Pension Scheme and it refers to overseas pension schemes which meet HMRC requirements to receive a payment from a UK registered pension scheme without the individual having to pay tax on the transfer. A QROPS should be broadly similar to a U...
  • Budget 2014 Overview

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    Whether you are a client based in the UK or abroad, we are sure you will be interested in learning how the UK Government’s 2014 Budget might affect you and your finances. George Osborne delivered the Budget to Parliament on 19th March and we have put together the following analysis and summary, which details all of Mr Osborne’s major announcements,...
  • ... A New Year Begins

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    Well, we enter the new world of retail financial services this month with some trepidation and also some excitement. Like most so called ‘seismic changes’ I suspect that that it won’t be as bad as many firms suspect but there will certainly be casualties, but there will also be huge opportunities. However, whilst I deplore some of the unnecessarily...
  • Another Year Ends...

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    This is my final blog of the year, and what a year! Where did it go? It is certainly true that the older you get the quicker time seems to pass; this time last year I was preparing to leave to spend Christmas in New Zealand, and as the tied old cliché goes “it only seems like 5 minutes ago” As you may have read in my last missive, we have spent mos...
  • The Retail Distribution Review

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    As we head inexorably towards January 1st, a new year with a ‘brave new  world’  for retail financial services, most managers and business owners like myself,  have been working flat out to make the changes to their business necessary to cope with the enormous practical and philosophical alteration to the way we do business, otherwise known as the...
  • USA reflections - by Paul Beard (Executive Chairman and Founder)

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    Having just returned from a three week trip to the USA (two weeks of which was for business reasons) and with the Olympics getting underway I felt that amid the darkening economic skies, a lighter tone was called for to open this U.S. centric Blog. So, on this light note, I am continually amazed, amused and occasionally mildly aggravated by the ina...