Media Centre News & Articles

26-11-19

Geraint Davies honoured in prestigious IA 100 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 […]

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18-11-19

Geraint Davies featured in Sydney Morning Herald

Established in 1995, Montfort pioneered cross-border solutions across pensions and retirement planning but don’t take our word for it, here’s what the Sydney Morning Herald has to say: Writing […]

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14-11-19

Montfort is recruiting: Financial Adviser

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 […]

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17-10-19

How An Overseas Pension Transfer Could Impact Your Financial Health

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 […]

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01-10-19

Montfort puts Defined Benefit Transfers in the spotlight

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 […]

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18-07-19

Facility to reclaim QROPS transfer charge, Montfort explains more…

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 […]

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