Australian Royal Commission - The Latest 01 May 2018

A decade of scandal and financial misconduct by some of Australia’s largest banks has been intricately laid bare over the past months by form of the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry. 
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Become A Paraplanner At Montfort 11 Apr 2018

Montfort is seeking an exceptional individual to join its rapidly expanding team of experienced paraplanners and advisors. 
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Happy Birthday Pension Freedoms - Where Are We Now? 06 Apr 2018

Today marks the three-year anniversary of pension freedoms. As one of the UK government’s biggest changes to people’s private pension provision, the initiative was introduced in 2015 by then-Chancellor George Osborne to offer individuals greater financial flexibility. As a box undoubtedly ticked, pension freedoms also delivered inevitable complexities whereby the industry was left very little time to prepare or for regulators to establish associated rules and legislation.  Montfort delves more... ..

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Montfort Contributes To DWP Consultation Result Into Overseas Pension Transfers 03 Apr 2018

Huge elation was felt by Montfort last week as the U.K.’s Department of Work and Pensions announced overseas pension transfers will maintain the mandatory advice requirement for overseas pension transfers following a government consultation notably incorporating opinion from Montfort’s head of financial planning, Eugen Neagu. ..

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Fresh Tax Concerns For New Zealand 21 Mar 2018

Fresh tax concerns for New Zealand have arisen in accordance with the proposal of a potential wealth tax and more-extensive capital gains tax.
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In The Press: Eugen Neagu Transforming A Client's Life Through Pension Freedoms 27 Feb 2018

Introduced by George Osborne in April 2015, pension freedoms have undeniably and completely changed the retirement landscape. As we now approach the third anniversary of the implementation of the pension freedoms; one of the most radical overhauls of pension policy in living memory, City Wire 's New Model Adviser commenced its pension freedoms MOT series by asking six leading IFAs, notably Montfort's Eugen Neagu, on how they have transformed clients’ lives through the freedoms.  ..

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Another Accolade Achieved By Montfort's Rob Gow 12 Feb 2018

Further congratulations are in place for Montfort paraplanner Rob Gow who successfully passed his R04 examination, focusing on pensions and retirement planning. As one of Montfort’s leading paraplanners, Rob has been a vital figure within the Montfort team for close to two years and now joins seven fellow Montfort colleagues including Eugen Neagu, Andrew Hains, Alex Norwood and Chris Slater-Jones whom also hold the qualification (in addition to Geraint Davies, Jonathon Webb and Neil Clarke who are accredited with the equivalent AF3). ..

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Montfort's Response To The FCA’s Letter On Pension Transfer Advice 08 Feb 2018

Advisors across the UK recently received a reminder from the FCA on the issue of ‘commoditised’ defined benefit pension transfers that run the resultant risk of unsuitable advice. ..

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Ensuring A Tax-Efficient Retirement 31 Jan 2018

Considered one of the most 'stress-free' stages of an individual’s life, retirement also brings a whole list of concerns and questions that transpire into a very daunting and unfamiliar area of personal finance. ..

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Cape Town Residence By SAOTA, South Africa 23 Jan 2018

Delivering a taste of the ultimate dream life overseas, January sees Montfort traverse to more balmy climes and to South Africa to explore one of Cape Town's greatest architectural gems. ..

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