Posts By Sam Barrie
Why transferring your pension is not always a good idea
Back in the day, before 2014 pension legislation granted retirees the freedom to do whatever they liked with their pensions, most people bought annuities which guaranteed them an income for life. Sam Barrie talks about why these schemes are a brilliant offering and why more people should be aware of the benefits they provide.
New pensions insecurity at British Airways – are you affected?
Another day, another pensions crisis. British Airways employees now face uncertainty over their pensions as the airline recently announced that it is proposing to close its defined benefit pension scheme. Sam Barrie investigates.
The UK’s new Residential Nil Rate Band – Does It Affect You?
As of 6th April 2017 homeowners in the UK with estates below £2m will be able to transfer their primary residence to family members with a huge reduction in inheritance tax. Find out from Infinity's Sam Barrie whether this will benefit you!
Moving to Malaysia: five financial planning steps in order of priority
Infinity's Sam Barrie takes a look at the most important financial issues for new expatriates to Malaysia to consider.
Specialist Loss of Licence Insurance for Expatriate Pilots
Infinity's Sam Barrie takes a look at a specialist insurance product that protects expatriate pilots from the loss of their pilot's licence.
Financial Conduct Authority issues warning to firms advising on pension transfers
Infinity's Sam Barrie looks at the UK's Financial Conduct Authority's warning to firms about misleading or unscrupulous advice about pension transfers and why 50% of the time he recommends that pensions are best kept in the UK.
Brexit vote puts pension schemes further at risk - Is It time to review yours?
Pension funds were in trouble long before the Brexit vote but, as Infinity's Sam Barrie explains, the referendum result is yet another fly in the ointment.
Changes to Pensions Following the 2016 Budget
UK pensions specialist Sam Barrie looks at the impact of George Osborne's 2016 budget.
The importance of Medical Insurance and how to select a suitable plan
Infinity's Sam Barrie takes a look at selecting a medical insurance plan and suggests a number of ways to keep premiums affordable.
PROTECTION GAP – What is it? Do you have one? And if so, what size?
Infinity's Sam Barrie takes a look at insurance shortfall and the reasons why many people are vulnerable to the 'protection gap'.
Heightened volatility, but is this cause for action?
Is it time to get off the market rollercoaster? Infinity's Sam Barrie takes a look at volatile world markets and answers the question as to whether it is best to stay in or get out.
Record high deficits for UK employer defined benefit pension schemes but should you transfer?
More and more UK company pensions are coming up short. Sam Barrie examines what that means for people in defined benefit pension schemes.
Why transferring your pension is not always a good idea
Back in the day, before 2014 pension legislation granted retirees the freedom to do whatever they liked with their pensions, most people bought annuities which guaranteed them an income for life. Sam Barrie talks about why these schemes are a brilliant offering and why more people should be aware of the benefits they provide.
New pensions insecurity at British Airways – are you affected?
Another day, another pensions crisis. British Airways employees now face uncertainty over their pensions as the airline recently announced that it is proposing to close its defined benefit pension scheme. Sam Barrie investigates.
The UK’s new Residential Nil Rate Band – Does It Affect You?
As of 6th April 2017 homeowners in the UK with estates below £2m will be able to transfer their primary residence to family members with a huge reduction in inheritance tax. Find out from Infinity's Sam Barrie whether this will benefit you!
Moving to Malaysia: five financial planning steps in order of priority
Infinity's Sam Barrie takes a look at the most important financial issues for new expatriates to Malaysia to consider.
Specialist Loss of Licence Insurance for Expatriate Pilots
Infinity's Sam Barrie takes a look at a specialist insurance product that protects expatriate pilots from the loss of their pilot's licence.
Financial Conduct Authority issues warning to firms advising on pension transfers
Infinity's Sam Barrie looks at the UK's Financial Conduct Authority's warning to firms about misleading or unscrupulous advice about pension transfers and why 50% of the time he recommends that pensions are best kept in the UK.
Brexit vote puts pension schemes further at risk - Is It time to review yours?
Pension funds were in trouble long before the Brexit vote but, as Infinity's Sam Barrie explains, the referendum result is yet another fly in the ointment.
Changes to Pensions Following the 2016 Budget
UK pensions specialist Sam Barrie looks at the impact of George Osborne's 2016 budget.
The importance of Medical Insurance and how to select a suitable plan
Infinity's Sam Barrie takes a look at selecting a medical insurance plan and suggests a number of ways to keep premiums affordable.
PROTECTION GAP – What is it? Do you have one? And if so, what size?
Infinity's Sam Barrie takes a look at insurance shortfall and the reasons why many people are vulnerable to the 'protection gap'.
Heightened volatility, but is this cause for action?
Is it time to get off the market rollercoaster? Infinity's Sam Barrie takes a look at volatile world markets and answers the question as to whether it is best to stay in or get out.
Record high deficits for UK employer defined benefit pension schemes but should you transfer?
More and more UK company pensions are coming up short. Sam Barrie examines what that means for people in defined benefit pension schemes.
Sam Barrie
Senior Financial Planner and Pensions Adviser.
I first started studying Economics at the age of 14 and knew immediately that I wanted to pursue a career within the financial industry. I went on to study Business Economics with Accounting at Swansea University, passing with honours, before beginning my career as a Cost Controller at a Japanese automotive manufacturer, analysing all company overheads and spending rather a lot of time in front of Excel spreadsheets!
I have always enjoyed dealing with people which made financial planning an obvious progression for me, combining my interest in the industry with the ability to interact with a range of different people. I moved to Malaysia in 2009 and have been managing clients in the region ever since. My role involves regularly reviewing their existing portfolios and current financial position, keeping up to scratch with any changes to UK pension regulation that might affect existing clients, as well as keeping abreast of any changes to their circumstances to ensure that I always deliver a solid and reliable service. With the regulatory environment constantly evolving, coupled with the regular changes within the markets and client objectives, international financial planning will always remain interesting to me and I can’t see myself ever doing anything else.
I have gained numerous professional qualifications over the years from the examining bodies of both the Chartered Institute for Securities & Investment (CISI) and the Chartered Insurance Institute (CII). I am also a certified member of the CII and a member of the Malaysian Insurance Institute (MII).