An advice site from Infinity Financial Solutions.
Infinity Financial Solution's guide to

Retirement planning for expats

Long term investment planning from Asia's largest financial adviser

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Infinity's pensions expertise means that our expat clients can realistically achieve their hopes and objectives... whatever they may be.

Whatever your age, lifestyle, or ambitions, you will undoubtedly be hoping for a financially secure retirement. With the income and tax advantages that working abroad typically brings, expats are uniquely placed to make their retirement dreams a reality. However, with an ever-changing investment landscape and increasing regulation, retirement planning seems to get more challenging every year.

A clear plan, real expertise - and good advice - are essential.

With high earnings potential and great tax advantages, people who live and work abroad have a fantastic opportunity to reach their retirement goals.

The benefits of an offshore pension

  • More flexible than onshore pensions, so they can adapt as life changes
  • Tax-free growth
  • No need to buy an annuity when you retire
  • No minimum retirement age
  • The whole fund can be taken as a lump sum... so you can take the benefits when you want, and how you want them.

Why you should talk to Infinity about your retirement plans

  • Long-term financial planning is the backbone of our business
  • We have the skills and experience to create bespoke pensions plans for any situation
  • Our consultants cover the Far East, so wherever you are, we can be there too
  • Our exclusive arrangements with a global network of institutions means we offer class-leading pension wrappers and services
  • We really understand what it's like living and working abroad... after all, we're expats too

Many expats will enjoy a secure retirement in the future - but only if the decisions they make today are based on good advice.

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Four steps to a successful retirement plan

  • A 'fact-finding' meeting with your local financial planning consultant to discuss your current situation, commitments, future prospects... and your objectives
  • Your consultant will prepare a full financial plan that details our recommendations, and agreed with you
  • When you're ready to go ahead, we'll help out with practical things, like completing forms
  • You'll be contacted every now and then to find out if your situation has changed, to identify if your plans need to change accordingly

And of course, you can call your consultant or the admin team any time if you want to discuss your plans or policies.

For Further Information

Visit the main Infinity Financial Solutions site, including our page on expat retirement planning and pensions.

Get in contact by email: info@infinitysolutions.com.

Or go to the main Infinity contact page to find your local Infinity office telephone number.