Talk To An Adviser

You can reach us directly by calling us between the hours of 8:30am and 5pm at each of our respective offices and we will immediately assist you.

Request A Call Back

Thank you!
Your call back request has been received and we will arrange for a member of our team to call you at your desired time.
Oops! Something went wrong while submitting the form
Free E-Guide Download

UK Pension Transfers - The Complete Guide

The Essential Facts About UK Pension Transfers For Expats

Thank you!
Your requested e-guide has been sent to the email address provided.
Oops! Something went wrong while submitting the form
What's Included
  • A Once In A Lifetime Opportunity?
  • There Are A Number Of Factors Making Transferring An Option You May Consider
  • Companies Encouraging Transfers
  • UK Pension Reforms
  • What Is A CETV?
  • Should You Transfer?
  • Reasons Why You May Consider Transferring
  • Improve Tax Efficiency
  • What Is The Pension Protection Fund?
  • Expat Pension Changes
  • So, What Are My Options?
  • What Is A Retirement Review?

Transferring your final salary pension isn’t a new choice, it is however, an option that is often not discussed with scheme members and the general opinion historically has been that you are better to remain in a scheme.

In the UK, a final salary pension scheme was traditionally seen as the best type of pension scheme to have, so revered, it was often referred to as a ‘gold plated’ pension. Unfortunately, as the pension and economic landscape has developed in recent years, they may no longer represent a safe bet for retirement and a growing number of schemes have closed their doors to new members.

One in six private sector final salary schemes are at serious risk, with many representing an unwanted black hole on the company balance sheet.