Helpful Tips

Essential Tips for any British Expat with a 401(k)

In our new TOP TIPS feature our experts provide essential information and guidance on the issues that affect expats in the USA.

Compliance map

NEWS WRAP FATCA Compliance and New IRS Rules

As part of our new NEWS WRAP feature we take a look at an industry-related news item which directly affects our business and our clients.

Chris Thornton

How can I limit exposure to exchange rate fluctuations on my UK pension now I am living in the US?

In our new FAQ feature, Chris Thornton, Country Manager in the US, answers a frequently asked question about the relevance of currency and exchange rates in retirement planning.


Active or Passive Investment? Which is Best for Your Retirement?

It's funny to think that our investing decisions might be coloured by the way society views certain words – i.e. 'active' is good, 'passive' is bad.

But when it comes to retirement investing, the decision just isn't that binary. And attempting to make a decision between passive investing versus active investing is likely to be a false dichotomy as elements of both should be utilised together to form a part of a successful retirement strategy.

Here we take a look at these retirement investment approaches and how they might form part of your retirement investment planning.

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