Expat Financial Advice Articles

Our team regularly puts together blog posts about the current market situation or relevant topics.

What we're about…

Keeping it simple

We cut through the complexity of managing finances overseas by avoiding jargon and obscure industry terms. Instead we prefer familiar, reassuring language, and simple financial planning solutions that make sense to everyone.

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Should I consolidate my UK pension

Posted by Ryan Frost | Oct 13, 2025

Should I Consolidate My UK Pension as an Expat?

If you have lived or worked abroad, chances are you left one or more pensions behind in the UK. Expats often accumulate several pension pots from different jobs over the

What happens to my UK pension if I move abroad

Posted by Ryan Frost | Jun 24, 2025

What Happens to My UK Pension If I Move Abroad?

Are you asking yourself “what happens to my UK pension if I move abroad?”? If you’re considering moving overseas or are already living abroad as a British expat, one of

Scottish Widows Pension Transfer For Non-UK Resident

Posted by Ryan Frost | Apr 09, 2025

Scottish Widows Pension Transfer For Non-UK Resident

Looking into Scottish Widows Pension Transfer For Non-UK Resident? If you have a Scottish Widows pension and are now living outside the UK, you may be wondering what your options

Can I Transfer My Irish Pension

Posted by Josh Maunder | Mar 31, 2025

Can I Transfer My Irish Pension? A Guide to IORPS for Expats

If you’re an expat with an Irish pension, you may be wondering if transferring it could offer you more flexibility, better tax advantages, or expanded investment options. For many expats,

UK Pension Consolidation

Posted by Josh Maunder | Jan 14, 2025

UK Pension Consolidation: Should I Merge My Pension Pots?

Many UK expats find themselves managing multiple pension pots after working for several employers before moving abroad. While having more than one pension might seem like a good thing, it

UK Pension Options for Expats

Posted by Josh Maunder | Sep 05, 2024

UK Pension Options for Expats: Why You Don’t Have to Settle for a 100% Lump Sum

Wondering about the UK Pension Options for Expats? If you’re a UK expat living overseas, you may have been told that your only option for accessing your UK pension is

Aegon UK Pension

Posted by Ryan Frost | Dec 20, 2023

Do you hold an Aegon UK pension?

Was your Aegon UK pension transfer refused? You’re not alone – many customers who dreamed of retiring in a quaint French village or to a vibrant town in sunny Spain

Pension Transfer Analysis Report (TVAS)

Posted by Ryan Frost | Jun 07, 2022

Pension Transfer Analysis Report (TVAS)

Pension Transfer Analysis Report (TVAS) is a report in relation to defined benefit (commonly referred to as final salary) pension schemes. For any defined benefit schemes that have a CETV

International Private Pension Plan

Posted by Ryan Frost | Apr 06, 2022

International Private Pension Plan – What You Should Know

What is an International Private Pension Plan? As a non-UK resident, you may be wondering what your options are with regards to transferring your UK pensions, or perhaps even your

How long should a UK pension transfer take?

Posted by Ryan Frost | Dec 08, 2021

How Long Should a UK Pension Transfer Take?

If you are a non-UK resident, you may have a UK pension which you are looking to transfer. This could be due to inflexibility regarding access, or high fees within

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