Florin Pensions co-host reception in Walnut Creek, CA
22 August, 2014
Florin Pensions and Merrill Lynch Wealth Management jointly hosted a reception at Scotts Seafood Restaurant in Walnut Creek, CA on 21 August 2014.
Stacey Archbell of Merrill Lynch Wealth Management and Emma Cockerton of Florin Pensions together discussed with attendees retirement planning for British expatriates.
Stacey Archbell discussed some of the financial challenges and opportunities available to British expatriates in the US. Emma Cockerton presented on the options available to UK expatriates in the US to manage their UK pension(s), including pension transfer options. In addition, Emma provided an overview of the proposed changes to UK pensions announced in UK Budget 2014.
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