Articles Archives - PX Pension Exchange

01 Aug How to work out if a UK pension transfer is in your best interests

Posted at 17:00h in Articles, Blog, Expat Pension Advice, Qrops Australia, QROPS Transfer, QROPS UK, UK Pension Transfer to Australia, UK Pension Transfer to South Africa, UK Pension Transfers

When considering UK pension schemes, there are two main types: 1. Final salary or defined benefit schemes (FS). The value of your entitlement under this type of pension scheme is based on a set formula determined by the UK pension scheme trustees. The formula is generally associated...

31 Mar International Investment Magazine: Prism Xpat’s Darion Pohl: pension transfers to Oz will continue

Posted at 11:18h in Articles, Blog

Ever since UK Chancellor Philip Hammond announced, in his spring Budget on 8 March, that a new 25% charge, taking effect the next day, would be levied on most overseas pension transfers, there’ve been no shortage of predictions of the virtual end of the pension...

16 Sep International Investment Magazine: Prism Xpat – Building Bridges for Expats Between the UK and Oz

Posted at 10:14h in Articles, Blog

International Investment magazine profiled Prism Xpat and its CEO as the feature of its October 2016 edition. Britons emigrating to Australia don’t always realise it, but before heading for the airport they need to do more than simply buy a one-way ticket to Sydney, and a...

04 May Australia makes large scale pension reforms on par with UK

Posted at 09:35h in Articles

The Australian government has announced wide-ranging pension reforms that are already being likened in scale to UK chancellor George Osborne’s radical pension freedom changes. Treasurer Scott Morrison, in his first budget on 3 May, set out an alteration to the amount that can be contributed to...

03 Feb The Ticking Time Bomb…

Posted at 09:30h in Articles

This article is based on legislation which was in force at the time of print. Some of this legislation has now changed. Please contact us to discuss your options further and how you may be impacted. Many of you would have heard of one of Australia’s...

02 Feb Pension transfers are food for thought

Posted at 09:24h in Articles

This article is based on legislation which was in force at the time of print. Some of this legislation has now changed. Please contact us to discuss your options further and how you may be impacted. So, you've applied to move to Australia and maybe...

09 Jul No state pension increase for expats

Posted at 11:54h in Articles

British Pensioners living abroad watched in disappointment on 26th May as the the UK House of Lords appeal committee decided their pensions would not be increased, writes Darion Pohl. At the moment, if an ex-British pensioner lives in certain countries then their state pension will...

02 Mar Managing your pension: be prepared

Posted at 09:25h in Articles