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The 2018 UK Budget announcements saw the Chancellor, Rt Hon Philip Hammond, focus primarily on pre-Brexit preparations, consequently only a few items impacting UK pension transfers…

Nobody likes volatility. It can scare the heck out of the best of us, and certainly can prompt any of us to be concerned about…

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…

19 March 2018 – The UK Government has ruled out a proposed £90 billion cut in defined benefit (DB) scheme benefits through indexation changes. In…

UK Defined Benefit Schemes Update – January 2018 Breaking News  A well known UK company pension scheme has announced that effective from February 2018, all…

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…

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)…