Navigating U.K. Pensions While Abroad

Are you unsure of how to manage your U.K. pension while living abroad?

Join us for a 3-part webinar series aimed at helping British expatriates and those with U.K. pensions effectively manage their retirement plans while living abroad. Throughout the series, we will provide essential guidance on pension management and offer strategies to ensure a financially secure retirement overseas. We’ll guide you through everything you need to know.

Here’s what you can expect:

Webinar 1: What is a Pension?

• Covering the basics of pensions, the current pension landscape, and the importance of saving into pensions.
• Discuss recent changes in the UK pension system, including retirement age shifts, National Insurance Contributions, and state pensions.
• Uncover international considerations like the NT tax code and how the triple lock affects retirees abroad, particularly in Malaysia, Thailand, and the Philippines.

Date: Tuesday, 12th November 2024
Time: 5:30pm Thailand Time / 6.30pm Malaysia Time.
Location: Hosted via Zoom

Related Article: Why British Expatriates Should Consider Seeking Advice on Their UK Personal Pension Schemes by Tom Raynor.

Webinar 2: Types of Pensions

• Discover different pension types (state pension, private pensions, and defined benefit vs. money purchase pensions).
• What to do with international pensions and tracking frozen pensions, including offshore options like QROPS and International SIPPs.

Date: Tuesday, 19th November 2024
Time: 5:30pm Thailand Time / 6.30pm Malaysia Time.
Location: Hosted via Zoom

Related Article: How a Financial Adviser Can Help with UK Pension Transfers to Offshore Pensions by Adam Humphries

Webinar 3: Do You Have Enough For Retirement?

• Use cash flow modeling to project pension adequacy.
• Discuss the tax implications of withdrawing pensions after age 75 and surviving spouse benefits.
• Consider life expectancy, inflation, and the future of the triple lock for expatriates in Malaysia and Thailand.

Date: Tuesday, 26th November 2024
Time: 5:30pm Thailand Time / 6.30pm Malaysia Time.
Location: Hosted via Zoom

If you believe a review of your pension options could be beneficial, or if you’d like a ‘health check’ on your current arrangements, please reach out to one of our Private Wealth Managers at Melbourne Capital Group. Our dedicated team will navigate this complex planning area with a holistic, goals-based approach, ensuring your best interests remain at the forefront of our service. Contact us at info@melbournecapitalgroup.com or fill out the form below.