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Global mobility is increasingly shaping retirement planning. More individuals now work across borders, retire overseas, or maintain financial ties in multiple jurisdictions, creating additional layers of complexity in pension administration, taxation and long-term income planning. International migration trends support this shift. The United Nations estimates that over 300 million people live outside their country of...
The Chancellor’s famous red briefcase came again containing a number of announcements relevant to the pensions industry, including changes to the tax treatment of pension death benefits and a new allowance for pensioners. While there were no major changes to the overall pension framework, several measures will be of interest to advisers and pension providers....
As clients become increasingly internationally mobile, retirement planning is no longer always tied to a single country. People are building careers across multiple jurisdictions, moving overseas, retiring abroad and managing financial arrangements that span borders. For advisers, this creates a more complex planning environment. While a pension arrangement should always be assessed based on the...
The retirement landscape is changing. Clients are living longer, working differently and increasingly making decisions that cross borders. For advisers supporting internationally mobile clients, this creates both opportunities and challenges. The role of the adviser continues to evolve beyond simply helping clients access pension benefits. Increasingly, advisers are being asked to provide advice around complex...
Retirement planning has traditionally focused on a relatively simple question: will a client have enough income to support the lifestyle they want when they stop working? However, involves much more than understanding pension values and projected income. Clients who have built careers across different countries, accumulated financial arrangements in multiple jurisdictions or are considering retiring...
Talk Money Week 2026, running from 2 to 6 November, has a simple message: It All Counts. The theme recognises that financial wellbeing does not always come from making one major change. Often, it is the smaller, manageable actions and conversations that can help people feel more informed, more confident and better prepared for the...
For advisers, a pension transfer is about much more than moving assets from one provider to another. It's often a client's first experience of a new pension provider, setting the tone for the relationship from the outset. When transfers are handled efficiently, clients gain confidence that their retirement savings are in safe hands. When they're...
After years of development, Pension Dashboards are moving closer to becoming a reality. With all relevant pension schemes and providers expected to connect to the dashboards ecosystem by 31 October 2026, advisers have an opportunity to prepare for what could be a significant shift in the way clients engage with their retirement savings. While dashboards...
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