by SJB Global | Jun 16, 2025 | Advice, Financial Planning, Pension Transfers, SJB Global
A lot of people find us after feeling let down by previous advisers. The focus was on selling products, not creating a plan. The advice felt rushed. Short-term. Impersonal. I’ve seen this too many times. And I get why it’s frustrating. Especially when you’re living...
by SJB Global | Jun 9, 2025 | Financial Planning, Pension Transfers, Regulations, SJB Global, Tax, UK
If you’re planning to move abroad or are already living overseas, your UK pension may not be working as hard for you as it could be. Many British expats, and even those just considering a move, are exploring the option of a UK pension transfer to better align with...
by SJB Global | Apr 24, 2025 | Advice, Investments, SJB Global
Imagine finding an investment that guarantees returns with absolutely no risk. Sounds perfect, right? But does such an opportunity truly exist, or is it just a financial myth? Let’s explore the concept of risk-free investing. Understanding the Notion of...
by SJB Global | Apr 22, 2025 | Advice, Financial Planning, Investments, Markets, SJB Global
We’ve seen firsthand how unpredictable the markets have been in 2025. One moment the S&P 500 drops 10% in a week, and the next, it rebounds just as quickly. It’s no surprise many of our clients are asking the same thing: How do I protect my retirement savings when...
by SJB Global | Apr 17, 2025 | Advice, Financial Planning, SJB Global
Ever felt stuck in a financial product you no longer want or need, because getting out would cost you a fortune? You’re not alone. Whether it’s an investment platform, pension product, or insurance policy, many consumers find themselves tied into long-term financial...
by SJB Global | Apr 15, 2025 | Advice, Investments, Markets, Pensions, SJB Global
Any hopes of calm after Monday’s market bounce didn’t last long. The FTSE 100 slipped again on Tuesday (9 April), dragged down by another red day on Wall Street, with the S&P 500 hovering near bear market territory. And it’s not just stocks feeling the pressure —...
