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Our Blog

by Alexander Beard, on May 13, 2019 7:41:01 AM

The State Pension is intended to ensure that everyone has a basic amount of money to support them in their old age. The amount you will receive is based on …

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Topics:PensionsUK

by Alexander Beard, on Mar 12, 2019 6:03:44 AM

You may have a defined benefit pension and be aware of pension transfers but not have heard of partial transfers. A partial transfer is a pension option that allows you …

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Topics:BusinessPensions

by Alexander Beard, on Mar 11, 2019 8:42:07 AM

There’s no reason why being a parent, and particularly being a non-earning parent with commitments to their children, should put you at risk of decreasing your state pension entitlement. Currently, …

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Topics:hmrcPensionsUK

by Alexander Beard, on Feb 18, 2019 4:22:42 AM

For those who want to stay safe from the efforts of pension scammers, help is out there. It’s just as well because such help is in high demand. Between August …

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Topics:PensionsSavings

by Alexander Beard, on Jan 31, 2019 7:01:27 AM

The UK state pension rules recently changed and for those who reach state pension age after April 2016, you may not be aware that; You need 35 years national Insurance …

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Topics:Alexander BeardPensionsRetirementUK

by Alexander Beard, on Jan 31, 2019 6:54:56 AM

As a Financial Advice firm, providing advice to Expatriates and UK clients we have seen an increase in demand for our services. Deciding whether to transfer a pension out of …

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Topics:Alexander BeardExpatriatePensionsUK

by Alexander Beard, on Jan 30, 2019 5:52:18 AM

Retirement planning means taking into account a whole host of factors. You have to navigate tough questions like, ‘What will the impact of inflation be?’ or ‘When will interest rates …

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Topics:Financial PlanningPensionsRetirement

by Alexander Beard, on Dec 12, 2018 4:51:02 AM

There was scarcely a mention of the ‘P’ word in October’s Budget speech (believe us, we were listening closely for it!). Instead, Hammond used the Budget speech as an opportunity …

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Topics:PensionsTaxThe BudgetUK

by Alexander Beard, on Dec 12, 2018 4:49:11 AM

Retirement should be the time of your life. No more early alarm calls, no more commuting and no more carefully counting your holiday allocation. Instead, you have the freedom to …

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Topics:Financial PlanningPensionsRetirement

by Alexander Beard, on Nov 21, 2018 9:10:01 AM

Introduced on 6 April 2015, the MPAA is an allowance for those making pension contributions whilst also accessing pension benefits flexibly. It’s purpose is to restrict the extent to which …

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Topics:PensionsTaxUK

by Alexander Beard, on Nov 21, 2018 6:06:13 AM

Since increased pensions freedoms were established in April 2015, the FCA says that £3 billion worth of annuities have been rejected by over 55s. Now, nearly three in five over …

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Topics:PensionsRetirement

by Alexander Beard, on Sep 24, 2018 4:59:49 AM

You may well have seen the headlines that victims lost an average of £91k each in pension scams last year. Worryingly, in a recent survey, 32% of pension holders aged …

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Topics:PensionsRetirementTips