​Winter Wishes For A Retirement Abroad 03 Dec 2019

As the winter months roll in, many of us dream of retiring to warmer climes. Whether you have your heart set on a destination, or are mulling over different locations, it is well worth considering seeking trusted financial advice to ensure your pensions are in safe hands. ..

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Geraint Davies honoured in prestigious IA 100 2019 26 Nov 2019

We are delighted to announce that Montfort founder and managing director Geraint Davies has featured in International Adviser’s 100 most influential industry figures for the second year in a row. Commenting on the selection, Kirsten Hastings, Investment Adviser Editor says, “As our industry continues to be shaken by huge regulatory shifts, technological advances and the ever changing needs of clients, IA 100 shines a light on those individuals who are meeting the challenges head on, quickening the pace of change and leading by example”.  ..

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Montfort is recruiting: Financial Adviser 14 Nov 2019

Montfort is seeking an experienced financial adviser. The position presents an opportunity to join a dynamic company offering excellent benefits and unrivalled in-house training and support. The role further provides outstanding career progression and first-hand experience within this complex area of global financial planning. ..

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How An Overseas Pension Transfer Could Impact Your Financial Health 17 Oct 2019

If you currently live or work overseas and have been offered the option to transfer out of your Defined Benefit (DB) Pension Scheme, it is important to consider whether you could be impacted by a variety of complex issues.  ..

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Montfort puts Defined Benefit Transfers in the spotlight 01 Oct 2019

If you have a Defined Benefit (DB) pension and are considering transferring out, you may have concerns due to recent media reports which focus on issues surrounding DB contingent charging. Now, choosing the right way forward could feel like an uphill struggle. Here, Montfort International considers issues uncovered by the Financial Conduct Authority (FCA) and explains how our firm ensures the provision of unbiased advice.  ..

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MONTFORT IS RECRUITING: FINANCIAL ADVISER 23 Sep 2019

Montfort is seeking an experienced financial adviser to join its team of leading IFAs, pension transfer specialists and professionals. The position presents an opportunity to join a dynamic company offering excellent benefits and unrivalled in-house training and support. The role further provides outstanding career progression and first-hand experience within this complex area of global financial planning.  ..

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Facility to reclaim QROPS transfer charge, Montfort explains more… 18 Jul 2019

Earlier in the year HM Revenue & Customs published details on how expats, who have wrongly paid the Qualifying Recognised Overseas Pension Scheme (QROPS) Overseas Transfer Charge (OTC), are able to request a refund. Expats have always had the facility to reclaim the charge, however, the 2019 regulations formalise the process. This may have gone under the radar for some and therefore at Montfort we would like to draw attention to the new regulations which came into force in April this year ..

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Malta changes advice rules on pensions 10 Jul 2019

Malta's Financial Services Authority (MFSA) have introduced new regulations to ensure advisers are regulated in the jurisdiction where the client is based.  The rules which came into effect on 1 July 2019 are welcomed by Montfort's Alex Norwood, leading adviser and pensions transfer specialist and shares his views with FT Adviser  ..

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Montfort's Brexit Statement 20 Mar 2019

The UK Government has requested an extension to Article 50 and the planned Brexit date of 29 March 2019 from the European Union (EU). Theresa May announced her plans to the House of Commons yesterday.  ..
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Montfort Is Recruiting: Experienced Paraplanner 09 Mar 2019

Montfort is seeking an experienced paraplanner to join its team of leading IFAs, pension transfer specialists and professionals. This full-time position is a rare opportunity to join a dynamic company offering excellent benefits and unrivalled in-house training and support. ..
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