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Ross Naylor – Chartered Financial Planner

Retirement and pension advice for British expats

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financial advice poland

Can I transfer my UK pension to Poland?

March 30, 2020 //  by Ross Naylor

For Brits living in Poland or Poles who have returned home after living in the UK, one of the big questions involves what to do with any pension schemes that they have accumulated in Britain. This dilemma has become even more pertinent in the light of Brexit and the additional uncertainty that it brings to …

Can I transfer my UK pension to Poland?Read More

Category: Expat retirement planningTag: financial advice poland, Overseas Transfer Charge, pensions Poland, QROPS, QROPS Poland, SIPP

How to claim UK State Pension in Poland

January 30, 2020 //  by Ross Naylor

If you have been making social security (ZUS) payments here in Poland, then you need to claim your UK state pension here too. The steps to do this are as follows: 1. Submit the form ZUS Rp-1E (Wniosek o emeryturę – Application for retirement) to the ZUS office. In this form all employment periods, both in Poland …

How to claim UK State Pension in PolandRead More

Category: Expat retirement planningTag: financial advice poland, pensions Poland, Poland, uk state pension

Do you remember the first iPhone?

January 20, 2018 //  by Ross Naylor

As with the iPhone, expat investment options have evolved greatly over the past decade.

Do you remember the first iPhone?Read More

Category: Expat retirement planningTag: Expat Investment Poland, financial advice poland, Financial Adviser Poland, Friends Provident Expat, Generali Poland, Generali Vision, Old Mutual Bond, RL360 Poland, Royal Skandia Poland, Zurich Vista

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ross.naylor@aesinternational.com

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Disclaimer

You should not construe the views expressed in this website as personal financial advice. You should always contact a qualified and regulated adviser to obtain up-to-date advice on your own personal circumstances. The author does not accept any liability for people acting without personalised advice. Nor does he accept liability for those who base a decision on views expressed in any generic article. Information provided in this website is based on legislation as at the time of writing. While every effort is made to update this site, pension and taxation legislation changes on a regular, often sudden, basis. Therefore, please check for later articles or changes in legislation on official government websites. You should not rely upon this site in isolation.

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