Frequently Asked Questions

1/ When did I last review the fund performance and choice of funds within my pension investments?

2/ How often do I review my financial investments in a constantly changing world ?

3/ Which type of funds suit my attitude to risk and have I correctly understood the risk rating of my existing investments ?

4/ As a British expatriate, what is the most effective way of saving for retirement of for my children's education?

5/ How can my funds grow as tax effectively as possible ?

6/ Do I understand all the options available to me with regard to expatriate offshore investment planning ?

7/ How often should I review my offshore investments ?

8/ How accessible are my existing frozen pension benefits and can I review these investments on an ongoing basis after leaving the scheme ?

9/ What happens to my pension benefits upon death ?

10/ Can I leave pension benefits to my children ?

11/ What rate of return can I expect to get on my investments ?

12/ How much should I save per month from my income ?