Monthly Archive for: ‘February, 2018’

Taking Control Part 1: A few numbers rule your retirement

    We are writing about control, because we spend much of our lives faced with things that are out of our control. Governments make decisions we have no say in, traffic congestion, the cost of fuel, the weather…the list goes on and on.   Recently we’ve talked of the perilous state of the UK pensions industry and the huge …

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UK expats and returning Kiwis advised to transfer personal pensions before Brexit

British expats and Kiwis who’ve left their personal pension back in the UK are being advised to transfer it before Brexit kicks in.   The advice is aimed not just at UK expats already living in New Zealand, but also to those planning to emigrate in the near future.   It’s being spurred by increasing concern over the viability of …

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Foreign advisers scamming NZ and OZ based UK pension holders

For years the Australian and New Zealand regulators have been building strong regulatory regimes aimed at protecting people living in their countries from bad investments. The central plank of regulations in Australia and New Zealand is that you must be regulated in those countries to provide financial advice to people living in the countries. Seems logical enough right, particularly because …

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Huge pension fund deficits are a global crisis in waiting

Ania Zalewska, University of Bath In the past decade, the banking industry has been a central focus of attention for regulators, academics and the general public. The 2007-08 financial crisis led to new regulations and institutions to keep things in check.   In contrast, the issues of the pension industry have tended to be swept deep under the carpet. Much …

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Now harder than ever to transfer a UK pension

It’s never been harder to transfer a UK pension to New Zealand. Over the last three years UK government agencies have put up consistent barriers to stop the outflows of UK pensions to overseas schemes (QROPS). Some barriers have been direct, like the shutting down of pension transfers out of public sector schemes like the NHS, teachers, civil service and …

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