by SJB Global | Feb 21, 2023 | Investments, North America, Pension Transfers, Pensions
A personal pension is a great way to save for retirement. There are many benefits, including tax advantages, flexibility, and the ability to name a beneficiary. If you are considering transferring to a personal pension, here are some things you should know.
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 27, 2022 | Pensions, Retirement Planning
Investors looking for a safe and reliable way to grow their money may want to consider investing in an annuity. Thanks to the economic conditions, rates have skyrocketed and Annuity popularity is on an upswing. Annuity rates have been rising steadily for the past nine...
by SJB Global | Oct 19, 2022 | Pensions
If you’ve been contributing to a pension for a while, you may have accumulated several different pots with different providers. Many reach retirement age with multiple retirement pots due to starting a new pension every time they start a new job. This can be a...
