by SJB Global | Jun 15, 2026 | Pension Transfers, Pensions, Retirement Planning, SJB Global
The Government’s proposed changes to the pension transfer regulations are welcome news for many savers. However, while the removal of the overseas investment amber flag may help reduce delays, pension transfers remain one of the most important financial...
by SJB Global | May 13, 2026 | Expat Financial Planning, George Symes, Pension Transfers, UK
Many British expatriates assume that transferring a UK pension after relocating overseas will be a straightforward administrative process. In reality, it is often slow, heavily regulated and more complex than expected. Once you are outside the United Kingdom, pension...
by SJB Global | Oct 7, 2025 | Expat Financial Planning, George Symes, Investments, Pension Transfers, Pensions
Managing your UK pension while living abroad can be challenging. International SIPPs offer a flexible and regulated way to keep control of your retirement savings. Knowing which providers offer genuine value, broad investment access, and expat-focused servicing can...
by SJB Global | Oct 6, 2025 | Expat Financial Planning, George Symes, Pension Transfers, Pensions, Regulations, Retirement Planning, UK
Thinking about transferring your UK pension to a Qualifying Recognised Overseas Pension Scheme (QROPS)? Recent 2025 rule updates mean this familiar route now comes with more constraints and charges. For UK expats, understanding the latest tax changes, eligibility...
by SJB Global | Sep 8, 2025 | Expat Financial Planning, George Symes, Guides, Pension Transfers, Pensions
If you are a UK expat, one of the key financial questions after moving abroad is whether you can still use your Stocks and Shares ISA. Knowing what happens to your ISA when your tax residency changes and understanding the best alternatives can help you manage your...
by SJB Global | Aug 21, 2025 | Expat Financial Planning, George Symes, Pension Transfers, Pensions, Retirement Planning, Tax Planning
For many UK expats, managing multiple pension pots across different employers and schemes can be confusing and inefficient. Consolidating your UK pensions into one manageable plan may seem appealing, but it requires careful consideration. Understanding the benefits,...
