Important News for Large Transfer Values – If the combined values of all your UK pensions (including past benefit crystallisation events such as transferring to…
Read More UK Lifetime Allowance Deadline – 5 April 2017 – Large Transfer Values
An opportunity exists prior to 1 July 2017 for some UK Pension Transfers given the recent Australian Super Changes. On 15 September 2016 the Government…
2018 UK DB (Defined Benefit/Final Salary) Scheme Update – some CETVs (Cash Equivalent Transfer Values) begin to decline. Two recent developments have caused a surge…
Nic Blakemore, Sterling Planners Director, talks about our Sterling Investment Options in this video: FOR CLIENTS CONCERNED WITH FLUCTUATING EXCHANGE RATES – retain and invest…
Read More Transfer and Invest in GBP Sterling – No Exchange Rate Concerns
Sterling Planners Investment Update for Q4 2016 – Did Trump trump Brexit? – click here for more details.
July 5 2016. For UK Pension Transfers to Australian QROPS, made between 6 April 2015 to 30 June 2015 (inclusive), HMRC has confirmed such transfers WILL…
On 6 April 2015, UK legislation effectively banned QROPS transfers to Australia for members aged under 55yrs of age in addition to transfers of Unfunded…
Read More Due to Industry wide QROPS Issues, UK Pension Transfers on Hold
