Momentum at the International Adviser European Expert Investor Forum
Published: 18 Aug 2015
Momentum is very pleased to be co-sponsoring International Adviser’s European Expert Investor Forum early next month, where Craig Cheyne, Head of Sales, will be speaking.
Craig’s talk will highlight the impact that the UK pension reforms have had on expatriate clients, with particular focus on the changes implemented in the QROPS jurisdictions to date. He will discuss some of the key considerations for pre- and post retirement recommendations, looking closely at lump sums, income and treatment upon death. He will also define the reasons why a multi-jurisdictional proposition is vital when making a recommendation.
The event will take place on Thursday 10 September at the Waldorf Hilton in Aldwych, London. Attendance is free, and you can register your place by clicking here.
Published: 26 Jun 2017The UK Government’s reductions in the lifetime allowance from £1.5million to £1.25million in 2014/15 and subsequently from £1.25million to £1million in 2016/17 have limited the amount that savers can put into a private pension fund before the excess becomes subject to relatively high levels of tax.
Published: 16 Jun 2017The countdown for final salary or Defined Benefit (DB) schemes has been a long time coming as they are gradually replaced by Defined Contribution (DC) schemes. But the pace is picking up as the realisation grows that the economics behind DB schemes no longer stack up and they become too expensive to provide – posing a series of questions for anyone with this type of scheme.
Published: 09 Mar 2017Philip Hammond delivered his first full UK Budget speech on Wednesday 8th March 2017, and delivered significant news for the International Pensions industry. Full details of the specific measures can be found here, which will be analysed in detail by us.
Published: 25 Nov 2016A good financial adviser will pride him or herself on getting to know a client inside out, often over a period of many years. They will go that extra mile to find out all about their client, whether it’s the obvious, such as attitude to risk and understanding their retirement ambitions, or the less obvious, such as family background.