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.
We will call you on the number you provide.
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Or just want to know more about your options?
Book a free 15 minute call with one of our Associate Advisers.
Let them know a little about your situation, and they’ll be able to answer your questions and help guide you in the right direction.
We’re here to help.