A recent article in UK New Model Adviser, reveals increasing pressure from both the FCA (Financial Conduct Authority) and TPR (The Pensions Regulator) upon Actuarial departments within UK…
Read More Further Cuts in Transfer Values for UK DB schemes Recommended
19 March 2018 – The UK Government has ruled out a proposed £90 billion cut in defined benefit (DB) scheme benefits through indexation changes. In…
Read More Proposed £90bn indexation cut in UK defined benefit (DB) schemes ruled out by Government
January 2018 Breaking News A well known UK company pension scheme has announced that effective from February 2018, all new Cash Equivalent Transfer Values (CETVs)…
Read More UK Company Pension Scheme Announces CETVs to reduce by 20% from February 2018
In April 2015, the ATO made a new interpretive ruling, ‘clarifying’ how growth and any potential taxes on UK pension transfers are to be calculated…
9 March 2017: (details not included in the UK pensions E-book) QROPS transfers to New Zealand, Malta, Guernsey, Isle of Man etc will now incur…
Read More Under 55 Secure CETV – DB/Final Salary Schemes into UK SIPP
9 March 2017: QROPS transfers to New Zealand, Malta, Guernsey, Isle of Man etc will now incur a tax charge of 25% on the total…
January 2018 Update. Breaking News – a well known UK company DB (Defined Benefit) pension scheme has announced all future Cash Equivalent Transfer Values (CETVs)…
Read More UK Pension (QROPS) Transfers to Australia – Latest Update
October 2017: Sun-Herald, Money Article – ‘Thousands of Aussies caught in tougher rules to transfer British pensions’. Laura McGeoch explains how UK legislative changes implemented…
May 2017 Update – From 1 July 2017, clients who are close to or have already reached their total Australian super fund balance of $1.6M,…
