by SJB Global | Jan 23, 2023 | Pension Transfers, Pensions, Regulations
Delays in the pension transfer process are leaving financial advisers with frustrated clients. While the Pension Transfer Protocol was introduced to improve customer experience and ensure that all transfers are carried out in a timely manner, some advisers are still experiencing long wait times. Here, we explore some of the reasons behind these delays and discuss the process.
by SJB Global | Jan 16, 2023 | Europe, Pension Transfers, Pensions, Retirement Planning, Tax Planning
Are you retired and thinking of moving to Portugal? Or are you already living in Portugal and wondering how your retirement income is taxed? You’re in luck – we’re here to break it all down for you. Keep reading to learn more about the different types of...
by SJB Global | Nov 18, 2022 | Europe, Pension Transfers, Pensions, Retirement Planning, Tax Planning
Are you a UK or overseas pensioner living in France? Did you know that you may be liable to pay French tax on your pension income? In this blog post, we will explain how the French tax system works and look at some of the ways that you can reduce your taxable income....
by SJB Global | Oct 17, 2022 | Pension Transfers, Pensions, Retirement Planning, Tax Planning, UK
There has been a lot of change in the UK recently, with a new prime minister taking over. This article looks at how these events could impact taxes and pensions for investors. It is important to stay up-to-date on developments so that you can make informed decisions...
by SJB Global | Sep 14, 2022 | Pension Transfers, Pensions
Did you know that 44% of all pension transfers have an amber flag raised for ‘unknown’ reasons? This statistic paints a worrying picture for retirees who are looking to transfer their pensions. With so many uncertainties surrounding these transfers, it’s important to...
by SJB Global | Sep 14, 2022 | Pension Transfers, Pensions
Recent reports suggest that transfers may not be legitimate. With so much at stake, it’s essential to be aware of the warning signs of a scam and take precautions to protect your money. So what’s behind this uptick, and how can you avoid scamming? Keep reading...
