The FCA has been cracking down on poor financial advice in the defined benefit transfer market for a few years since the British Steel scam was brought to light. Unfortunately, not all advice is sound.
When it comes to investing, the most important decision is deciding where to invest your money, and from the numerous options available it can prove a difficult decision to make. The 2 main choices are investing actively or passively
Here at SJB Global, we pride ourselves on putting our clients first. One of the initial stages of our engagement with someone before they are client takes the form of an ‘X-Ray Review’. This comprises a deep dive into your existing financial arrangements in the hope of helping you to make the best possible informed decision for your portfolio.
This article will help you understand why budget changes have come into force as well as how they affect UK expats that no longer reside in the UK.
The Shell Pension Scheme, the non-UK scheme being the Shell Overseas Contributory Pension Fund (aka SOCPF), has consistently been targeted by scammers due to the lack of advice requirements to transfer away. Unlike a UK defined benefit scheme, this scheme does not require FCA regulated advice to transfer away.