Introducing Montfort's Latest Pensions Transfer Specialist... 05 Jan 2018

Huge congratulations go to one of Montfort’s leading financial advisors and team members, Alex Norwood, on the passing of his Pensions Specialist qualification late last year. As one of the most-technical and prestigious exams to pass within the IFA community, this qualification will now allow Alex to sign off pension transfer reports for defined benefit pension schemes. ..

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Montfort's 2017 Snapshot 31 Dec 2017

With the year coming to a close and Christmas spirit still abound, individuals and companies commonly use this time to reflect on the year been and express their gratitude. As one of our most-successful years yet, Montfort plans to do just that... ..

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Montfort's Guide For Financial Planning Advising On The British Steel Pension Scheme 19 Dec 2017

As one of the most-controversial stories to hit headlines this year, the British Steel Pension Scheme (BSPS) saga has resulted in catastrophic losses for steelworkers’ pension pots. Montfort and the firm's head of financial planning, Eugen Neagu, have created a first-of-its-kind guide specifically for financial planners advising on the British Steel Pension Scheme and associated pension transfers.
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Financial Positivity As A Brexit Deal Is Finally Met 08 Dec 2017

This morning’s news headlines revealed Theresa May has finally struck a last-minute Brexit deal with the European Union to move talks onto the next phase. Theresa May arrived in Brussels earlier today to begin stage two of the negotiations.
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Autumn Budget 2017 - What To Look Out For 21 Nov 2017

This year’s Autumn Budget will be announced by Philip Hammond, Chancellor of the Exchequer, tomorrow with there much debate and speculation within the financial services sector. ..

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In The Press: Eugen Neagu Speaks To FTAdviser 17 Nov 2017

Montfort's head of financial planning Eugen Neagu spoke with the FTAdviser's Maria Espadinha today regarding the ill advice British Steel Pension Scheme (BSPS) members are receiving and estimated only 15 per cent of members, currently under pressure to decide what to do with their retirement nest egg, should transfer out their defined benefit pension. ..

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International Funds Summit 2017, Cyprus 08 Nov 2017

Montfort’s managing director, Geraint Davies, ventured to Cyprus last week by his attendance to the International Funds Summit 2017.  ..

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The Unravelling Complexities of Pension Freedoms 04 Nov 2017

Introduced in 2015, pension freedoms may offer individuals greater financial flexibility however throw into the mix transferring those pensions overseas, further complexities and concerns unravel.  ..

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Drake Devonshire, Canada 01 Nov 2017

Montfort is adding a little something new to its mix. As experts in global financial planning, we’re also lovers of all things cultural, stylish and of course, international. Each month, we’ll provide you a flavour of the latest places and spaces across the globe tickling our fancy. With Canada one of the hottest destinations we’re seeing our clients move to, we thought we’d deliver a new little beauty to open its doors across the pond… ..

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HMRC’s Pensions Transfer Roadblock To Affect Thousands 20 Oct 2017

Global pension transfers have hit the news again this week with the spotlight on Australia. Concerns are raised for Australians currently living in or have previously resided in the UK and also for British expats now based in Australia who may have to wait years, or even decades, to transfer and access their retirement savings into their Australian superannuation account. ..

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