Our Services

Individual Financial Planning

From life insurance to mortgages, pensions to investment services, Alexander Beard Group can provide you with a comprehensive package of services.

• Financial Planning
• Income In Retirement
• Pension Consolidation
• Investment Advice
• Estate Planning
• Mortgage Advice

Employee Benefits

Our International Employee Benefits business is based both at our UK head office, The Netherlands, France and Canada.

Our success in this particular field is due to providing packages of employee benefits for UK and international companies who have small to medium sized groups of employees based in difference parts of the world. In addition to our branches listed above we also have country manager representation in Germany.

We advise upon, design and continue to service a range of group benefits including life insurance, income protection, critical illness, private medical insurance, cash plans, travel, dental and group pensions.

Expat and Emigration

No matter where in the world you live, as a British expatriate you will need good, reliable and credible cross border financial planning advice.

Alexander Beard have locally authorised and regulated offices in the following countries; USA, Australia and South Africa. Should you be emigrating to any of these countries we can offer a cross border financial planning service bespoke to that country alone. It will help prepare your finances, give you flexibility on what currency your money is invested in and provide tax compliance so your investments are tax efficient.

International Retirement Plans for Schools

Financial advice and on-going service for International Schools and Expatriate workers in the International Charities and NGO sectors including retirement, healthcare, life insurance and regular savings plans.

This part of our business offers a wide range of products and services to people working in these fields and in the last 5 years it has become the leading adviser in this market place with an ability to brand individual retirement plans to particular organisations and provide competitive electronic based international servicing and fund advice.

The International Schools Retirement Plan and our TCN International Retirement Plan now have approaching $30 Million under management and over 1000 current contributing members.

Qualifying Recognised Overseas Pension Schemes (QROPS)

Qualifying Recognised Overseas Pension Schemes (QROPS) registration was introduced by Her Majesty's Revenue & Customs on the 6th April 2006 ('A' Day) and allows for transferring UK pensions to an overseas jurisdiction provided that the receiving pension scheme in that country has 'QROPS' registered status.

Since 'A' day, Alexander Beard have been at the forefront of providing specialist and professional advice to people emigrating overseas. Should it be in your best interests to do so, we can help transfer your UK private or occupational pensions to a QROPS.