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pension

  1. Expat Tax
    Hi all, This is my first post so hope you guys are all doing well. Id like some guidance to help me understand the following situation, please. I have an occupational pension held in Switzerland and I would like to bring this over to Canada as a pension. Broadly, this must have been done...
  2. France Expat Forum for Expats Living in France
    Retiring in two years and planning retirement in France. To get a long-term visa, would the following likely be sufficient supplemental documentation? (1) proof of my government pension (which is more than plenty for one person to live on comfortably in the US); (2) proof that i have entered...
  3. France Expat Forum for Expats Living in France
    I am retired in the UK but as I worked a number of years in France I have claimed my French pension via UK Pension Service. Most of my time in France I was employed & the last couple of years self-employed. I was contacted by the Régime Social des Indépendants (RSI) & after a long exchange of...
  4. Spain Expat Forum for Expats Living in Spain
    I will be soon registering as autonomo in Spain and paying into social security here. I believe that after 15 years of this, it would qualify me for a basic pension (50% of max), and each year from that point would take me closer to full amount (upto 35 years to get 100%). My question is wjhat...
  5. Articles: Europe
    British expats living in the European Union will have no guarantee that their pensions will continue to be upgraded if the UK leaves in March 2019 with no Brexit deal. Guidance issued by the British Government says that a no deal Brexit should not affect entitlement to getting their UK state...
  6. Italy Expat Forum for Expats Living in Italy
    Okay, so color me stupid. When last we met our hero he had been turned down for an Elective Residence Visa (ERV, long-term stay visa, National Visa) for being too poor despite having a modest monthly Social Security check and a modest pile of money. The rejection letter implied that I had no...
  7. France Expat Forum for Expats Living in France
    I am approaching retirement age. Married ten years ago in France, moved to USA, have 4 kids with dual citizenship. Never worked in France. What pension if any will I get from France, at what age, simply for being married to a french woman? I have not applied for French citizenship as I...
  8. Portugal Expat Forum for Expats Living in Portugal
    Have been in Portugal for almost 5 years and have not worked in that time. Will ask for permanent residency in the next couple of weeks. Am a UK citizen but have two government retirement pensions; one from the UK and one from the US. So in short, how much tax free pension am I allowed in...
  9. Expat Tax
    Hello Does anyone know the current tax situation for UK expats who want to have a UK private pension paid into a Greek bank account? Last I heard, there is no tax a source but 22% is payable and then can be claimed back up to a certain threshold. Is that still current do you know? And, if so, I...
  10. Australia Expat Forum for Expats Living in AU
    In South East Asia and the Middle East there have been lot's of mis-selling of pension transfers for British Expats. Is it a big problem in Australia too? Mainly QROPS and SIPPs.
  11. Articles: Middle East
    The Government in the United Arab Emirates is considering a work investment scheme for expats after a study recommended that overseas workers should be offered some kind of savings plan for retirement. Traditionally expats in the UAE, and many other states in the Gulf region, benefit from an...
  12. Spain Expat Forum for Expats Living in Spain
    My wife and I returned to the UK in 2015 after spending 13 glorious years living and working in Spain. During that time we made full Spanish Social Security contributions on a monthly basis. We are now working in the UK and once again we are contributing to the UK social security system via our...
  13. Articles: Europe
    Expat British pensioners are worse off in most locations in the world with those living in the Eurozone seeing their income worth 20% less than it did two years ago, according to new research. Uncertainty over Brexit negotiations and resulting currency fluctuations have hit British pensioners...
  14. Australia Expat Forum for Expats Living in AU
    Hi All, I have been in Melbourne for 3 years now, we are quite settled and I am looking at transferring my assets. The problem is that I have no idea how to transfer my pension, I have spoken to a couple of friends that transferred their pensions over into something called an Offshore QROPS but...
  15. Articles: Europe
    Despite the lack of information on what financial circumstances British expats living in European Union countries face when Brexit happens in 2019, there are some good signs, according to experts. Expats are desperate for information so that they can get on with their lives, particularly when...
  16. Britain Expat Forum for Expats Living in the UK
    Hi All, I am from the US and working in the UK on a two year contract and have been enrolled in a USS pension scheme. I will likely return to the US when the contract is finished and would like to have access to the money I have put into the pension scheme once I retire. I have been...
  17. Other Asia
    When I leave HK, my employer and I will both have contributed to the MPF. As I understand it, if I can evidence that I'm leaving forever, I get a refund of my contributions. 1. Do I also get the amount that my employer contributed? 2. If taking this amount back to the UK, am I correct in...
  18. Articles: Europe
    The decision by the Bank of England to cut interest rates to its lowest ever rate of 0.25 per cent is set to be a blow to expat pensioners, many of whom rely on their savings and investments to meet everyday living costs. It also means that what savings they have will work even less for them...
  19. France Expat Forum for Expats Living in France
    Hi All I am recently retired from the NHS and planning a move to the Lot et Garonne. I am still under state pension age but have my NHS pension. Apparently my NHS pension will always be taxed in the UK, and a DTA (dual tax agreement) means that it will not also be taxed in France. However we are...
  20. France Expat Forum for Expats Living in France
    I'm trying to put together the pension puzzle for my potential move to France. After searching on this forum and other places online, I think I have a very general idea of what I could expect for pension. I'm hoping you all can point out any big mistakes and clarify a few things. My basic...
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