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.  ..

READ MORE Montfort Roundel

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.  ..

READ MORE Montfort Roundel

Montfort's Alex Norwood shortlisted for International Investment Award 29 Aug 2019

We are delighted to announce that Montfort's Alex Norwood, financial adviser and pension transfer specialist, has made the shortlist for Emerging Talent of the Year in the prestigious International Investment Awards 2019. The awards will be held on 16 October 2019 at Gibson Hall in London and we wish him the very best of luck. This is a well-deserved achievement which reflects Alex's hard work, dedication and expertise in dealing with complex cross-border financial planning issues which face many of his UK expatriate clients.  ..

READ MORE Montfort Roundel

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 ..

READ MORE Montfort Roundel

MONTFORT IS RECRUITING: FINANCIAL ADVISER 18 Jul 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.  ..

READ MORE Montfort Roundel

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  ..

READ MORE Montfort Roundel

MONTFORT'S ALEX NORWOOD ANNOUNCED AS FINALIST IN RETIREMENT PLANNER OF THE YEAR AWARDS 2019 14 May 2019

Montfort’s Alex Norwood, leading adviser, pension transfer specialist and associate director has been selected as one of the finalists in this year’s Retirement Planner of the Year Awards. This is a well-deserved achievement and, at Montfort, we are delighted that he has been recognised for his dedication and hard work. The awards will be held on 14th June 2019 and we wish him the very best of luck.  ..

READ MORE Montfort Roundel

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.  ..
READ MORE Montfort Roundel

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. ..
READ MORE Montfort Roundel

UK: Unbeknown Tax Restriction To Affect UK Savers Accessing Pensions 06 Mar 2019

More and more UK savers are accessing their pensions ahead of retirement. Whether it be in their entirety, partial withdrawals or irregular contributions in line with pension freedoms, a new financial flexibility abounds the pensions industry. Appealing from the offset, tax loopholes and restrictions form a prevailing reality for many unsuspecting individuals, particularly when undertaken without professional advice. ..
READ MORE Montfort Roundel

Next

NEWSLETTER SIGN-UP

Enter your email address below to receive Montfort communications regarding the latest Montfort happenings and developments, including the services we offer. We'll also keep you informed on industry news from time to time.

All data collected is held according to the Montfort Privacy Policy. You can unsubscribe at any time.

 

Archive