by SJB Global | Apr 5, 2023 | Europe, Pensions
Retiring in Switzerland can be a desirable option for many people, thanks to the country’s high standard of living, excellent healthcare, and picturesque scenery. However, it’s important to understand the country’s unique retirement system, known as the “Swiss pillar” system, before making the move.
by SJB Global | Mar 2, 2023 | Guides, Pension Transfers, Pensions
In this guide, you’ll learn everything you need to know about QROPS and how it can benefit you as an expat.
by SJB Global | Feb 25, 2023 | Europe, Pensions, Regulations, Tax
This may seem like a peculiar topic for an article, but tax systems the world over can be peculiar, and Spain is no exception. In this article, we will review the types of foreign ‘retirement pensions’ and explain how they are taxed in Spain.
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, Tax
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...