Every UK pension scheme and person is different. So, while a general understanding of the key issues is useful, it is important to get personalised advice from an authorised financial adviser to help you make an informed decision. It is important you understand the risks and benefits associated with a UK pension transfer.
For those who have lived and worked in the UK, the question on whether you should move your Defined Contribution or Defined Benefit pension plan is often front of mind.
There are several advantages and risks involved in any transfer, and the advice can be different for each pension and person depending on their situation.
These include (but are not limited to):
We have in-depth experience in advising clients from the UK and helping them navigate the different pension and savings plans, taxation and the regulations around QROPS.
If you would like advice or have any questions, schedule a call or download our information pack below.
We offer a no obligation review of your situation.
Our series of real-world case studies will help give you a full understanding of your investment options, and how different strategies are suited to different situations, goals and timelines.
You will also gain valuable insight on how our advisers work with their clients to achieve the outcomes they are looking for.