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Annuity

 
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Marlow
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PostPosted: Sat Mar 19, 2020 7:59 pm    Post subject: Annuity Reply with quote

I am moving permanently to France within four months. I am 62. My private pension with Norwich Union was frozen at AGe 60. I now wish to take the tax free cash sum but would have to invest the balance. Quite small. Only about 17,000. I want to place this with a French Company as I intend to move all my financial resources over to France and severe my ties with the UK.
How do I go about finding a company that will give me a good return for this Annuity? I also need to open a French Bank Account before I go.
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Joined: 11 Oct 2020
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PostPosted: Tue Jun 21, 2020 9:27 am    Post subject: Reply with quote

Hi Marlow,

You could try Barclays in Paris. They have an English speaking Expat Relationship Manager (01 55 33 55 13). They also have branches in most major cities (Toulouse, Lyon, etc) where the same service is available. The upside is you can open a sterling and a euro account and watch the exchange rates for making transfers. The downside is Barclays fees which ain't cheap. But then no French personal banking is free. When you are settled in France, the best thing is to open an account with La Poste.

Both Barclays and La Poste have on-line banking.

For investment advice, try Stephen himself direct at stephen@stephensmithfranceltd.com or contact www.french-mortgage-connection.com

If you have actual cash to invest, perhaps think about a small flat in a big town for steady rental income or maybe an appartment in a leaseback development or a ski resort.

Lesley Jolly
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