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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