UK personal pension - new rules. Need IFA?

UK personal pension - new rules. Need IFA?

Author
Discussion

caziques

Original Poster:

2,580 posts

169 months

Thursday 28th August 2014
quotequote all

I'm 57, and lived in NZ for the last 14 years.

I have a personal pension in the UK worth about 50,000 pounds.

I would like to have 25% of the fund - and have a 1 year annuity for the remainder. In a years time I could then decide what to do with the balance.

At least one company who does a 1 year annuity claims they don't deal with the public. The fund holder says I have to go through an independent financial advisor.

Anyone out there in PH land who can assist?

I still have a UK bank account, plus parents and sisters with UK addresses.

I can sort out any income tax issues in NZ, I just need a way to do everything else.


caziques

Original Poster:

2,580 posts

169 months

Thursday 28th August 2014
quotequote all
Thanks James, PM sent.