Pensions - Planning for a Happy Retirement

Pensions - Planning for your retirement can make the difference between a happy or difficult time.  A comfortable lifestyle in retirement is something to which we all aspire and increasing longevity may require your own plan and any investment plan to be flexible.

Being an expatriate and living abroad often means that you may not be able to rely on the state for financial support in retirement. Your own planning is therefore vital.  We help guide you through the planning process, looking at such issues as inflation, how to protect your pension as you get closer to retirement and how to maximise your income when you decide to retire.  Our regular reviews will monitor progress towards your financial goal to ensure that you do make it a happy retirement, whether you choose an active or more relaxed lifestyle in retirement.

It may be that you can move previous pensions into a pension which is more appropriate for an international lifestyle, with time spent in many different countries. An international pension such as a QROPS (Qualifying Recognised Overseas Pension Scheme) may help you secure the best pension.  We will assess whether a QROPS is the right style of pension for you.  It may well be, but we will review your circumstances, the type of pensions you already have and review the benefits of making a transfer to QROPS,  For more information click on QROPS

We will also help you understand the implications of a move from one country to another, how to plan for such changes and how, despite these moves, you can retain a coherent strategy to your planning.

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Of course, the first thing you need to do is review your starting position.  As your first step to a happy retirement please