Media Centre News & Articles


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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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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Facility to reclaim QROPS transfer charge, Montfort explains moreā€¦

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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Montfort is recruiting: Experienced Paraplanner

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 […]

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Montfort’s Brexit Statement

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 […]

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UK: Unbeknown Tax Restriction To Affect UK Savers Accessing Pensions

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 […]

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Montfort were incredibly helpful during our move to Spain. The team took the time to explain everything to ensure we could act quickly on their advice. I was really impressed with the end report which gave us clear guidelines on managing our pensions, income, residency and setting up bank accounts, everything! We would not hesitate to recommend Montfort again.

Ms S. Stienen-Durand Spain - 2016

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