Applying to QROPS for UK Pension Holders

Are you a British expatriate who is tired of all of the government regulations that are holding your pension funds out of your reach? Do you wish there was a way for you to access your money more easily, without requiring you to pay high taxes on the money you do use? Because you are [...]

California Schools Educators Retirement System and Lionstone Group Create Investment Fund

The California State Teachers’ Retirement System (CSTRS) is the second largest public pension fund in the nation, providing retirement, disability and survivor benefits to California schools educators. Over 776,000 kindergarten through community college educators are members of the CSTRS, which currently has an investment portfolio of $142 billion.Keeping quality educators in the California schools is [...]

QROPS Pension Transfer

A QROPS Pension Transfer is a transfer of a UK Pension, or a “frozen” UK pension into another HMRC approved pension scheme, in a jurisdiction outside of the UK. QROPS means Qualifying Overseas Recognised Pension Scheme, and is a fantastic option if you have left the UK or are planning to leave the UK within [...]

Pension Advice for A-Day !

It has been claimed that A-Day is set to be the biggest shake-up that pensions in the UK have experienced in over 60 years but it has also left many wondering what A-Day is and what pension advice they will need to prepare for it. Below we take a closer look at A-Day and what [...]

What are the Benefits of Offshore Investing

The most important advantage in offshore investing is that you can make a lot of money without paying almost any taxes.If the investor lives in a place where he pays taxes like most countries then he will only pay taxes on his dividend or interest made.Offshore funds have a clear advantage over their high tax [...]

Limitation on Erisa Assets Investment in a Hedge Fund. Erisa Plan

www.turnkeyhedgefunds.com What is meant by the 25% limitation on ERISA assets investment in a Hedge Fund? The Departments of Labor Regulation defines the use of ERISA assets. ERISA Assets include self-employed persons, and individual retirement accounts in pooled investment vehicles. Section 403 (a) requires that generally all assets of an employee benefit plan shall be held in [...]

A Case for “Third Schedule” Retirement Pension Funds in Sierra Leone

 OVERVIEW: The NASSIT Act, 2001 established a virtual state-monopoly in the NASSIT for the management and investment of pension funds in Sierra Leone. However, as is generally the case with monopolies and especially quasi governmental monopolies in Sierra Leone, we must continue to be vigilant and guard against inefficiencies in management and oversight, politically-driven investments, political [...]

QROPS Uncovered: A Guide To Overseas Pensions

The Costa Del Sol is packed with leather-skinned British ex-pats soaking up every beam of sunshine that they were deprived of during their professional lives in Britain. The number of retirees fleeing soaring energy and food prices in their twilight years is growing rapidly and their destinations are getting more and more exotic.This decision is [...]

Pensions Management – Did Your Pension Return 20% Plus Last Year?

In terms of pensions management, your location in the world doesn’t matter, nor does the type of pension you have – a sipps, a self-invested personal scheme, or a self-administered scheme.What you are interested in is that when you become a pensioner, your pension’s management has performed to provide you with a comfortable retirement and [...]

« Previous Page