What Valuable Benefits Could Be Hidden Inside Your UK Pension?
UK pension benefits can include valuable guarantees, protections and other features that may not be immediately obvious from a pension statement. Whe...
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UK Defined Benefit Pensions in Australia: Transfer or Keep the Guaranteed Income?
For Australians who have previously worked in the UK, a UK Defined Benefit pension can represent a significant part of their retirement savings. When a UK pension scheme provides a substantial transfer value, it can understandably attract attention. £500,000 today, or an inflation-linked pension for life? At first glance, the transfer value provides an easy number to focus on. But it doesn't n...
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How Does a UK Pension Transfer to Australia Actually Work?
The UK pension transfer process can appear complicated for people who have moved to Australia, particularly because UK pension rules, Australian superannuation ...
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Constant Evolution of Our Business
In this video John Reynolds and Peter Lawlor discuss how Expert Pensions Advice business has evolved to incorprate recent FCA changes around Pension Transfer Ad...
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Be Careful
John Reynolds is joined by Peter Lawlor to discuss pension scamming in this podcast.
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Death Benefit Nominations Part 2
John Reynolds is joined by Peter Lawlor to discuss death benefit nominations in part 2 of this podcast.
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Death Benefit Nominations
John Reynolds is joined by Peter Lawlor to discuss death benefit nominations.
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The New Minimum State Pension Age
Join John Reynolds as he discusses some issues relating to the new minimum state pension age.
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State Pensions
In this video John Reynolds and Keith Bell discuss UK State pensions.... Download .mp3 file
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Pensions Tax Raid?
In this video, Keith Bell discusses potential pension tax raids.... Download .mp3 file
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Fact Find Part 4
In this video Gianni takes us through part 4 of the Fact Find
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Fact Find Part 3
In this video Gianni takes us through part 3 of the Fact Find
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Fact Find Part 2
In this video Gianni takes us through part 2 of the fact find, explaining SMART objectives.
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Fact Find Part 1
In this video Gianni takes us through part 1 of the fact find.
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How Much Do I Need To Retire Part 2
This week John Reynolds and Keith Bell are joined with Darren Curry to continue to discuss the topic ”How Much Do I Need To Retire”.
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How Much Do I Need To Retire Part 1
In this video John Reynolds and Keith Bell discuss the topic ”How Much D I Need To Retire”.
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Client’s best interests
What do we advisers mean when we say we are acting in your ‘Best Interest’? What exactly does ‘best personal interests’ mean in the context of defined b...
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Our advice process
What does our advice process look like? What are the three steps which make up the Expert Pensions Advice process? Gianni and John discuss the process and the s...
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Cash flow modelling
What is Cash flow modelling and why is it so important? Keith and John discuss the detail and challenge each other on the why, how, when, who and what of Cash f...
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Which UK Pensions Can Be Transferred to Australia?
Understanding which UK pensions can be transferred to Australia begins with identifying the exact type of pension you hold. For many UK expatriates, transferri...
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Should I Transfer My UK Pension to Australia?
"Should I transfer my UK pension to Australia?” is one of the most common questions asked by UK expatriates planning their retirement in Australia, and making...
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UK Pension Transfers to Australia: 7 Questions to Ask Before You Transfer
If you have built up a pension in the UK and now live in Australia, the UK pension transfer questions you need to consider go well beyond simply whether the pen...
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UK Pension Transfers to Australia: What Happens After Age 55?
For many British expatriates living in Australia, UK pension transfer age considerations can form an important part of deciding when and whether to review their...
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Should You Leave Your UK Pension in the UK or Transfer It to Australia?
Deciding whether to keep your UK pension in the UK or transfer it to Australia can be one of the most important retirement decisions you make. Moving t...
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What Happens to Your UK Pension When You Become an Australian Tax Resident?
Introduction One of the most common questions asked by people relocating from the UK to Australia is: "What happens to my UK pension once I become an Australi...
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Should You Consolidate Your UK Pensions?
If you've worked for several employers in the UK, there's a good chance you've accumulated multiple pension pots. For many people who move to Australia, one of...
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Understanding UK Final Salary Pensions
Why Your Most Valuable Retirement Asset Deserves Specialist Advice For many people who have moved from the UK to Australia, their final salary pension (also kn...
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Can I Transfer My UK Pension to Australia?
If you've built up a pension while working in the UK and now live permanently in Australia, you've probably asked yourself one question: Can I transfer my UK...
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