Retirement Planning
Webinar Recap
Web Series
Podcast
Soar Magazine

Getting To Grips With Your UK & Swiss Pensions

Last Updated On:
July 22, 2025
About 5 min. read
Written By
Carla Smart
Group Head of Pensions & Chartered Financial Planner
Written By
Carla Smart
Private Wealth Partner
Group Head of Pensions | Private Wealth Partner
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SOAR Issue 5 is here. Inside: practical insight for international investors, and a look at what earned Skybound Wealth Company of the Year.

Retirement Planning Is A Challenge, Especially When Dealing With UK & Swiss Pensions

Zoom Webinar
Recording Now Available

As one of our most popular webinars so far this year, it’s clear that this is a topic of great interest to many British expats now living in Switzerland.

Skybound’s Pensions Manager Carla Smart, along with guest speaker Mike McCoy shared a wealth of useful information during their presentation as well as answering many of the questions received on the day.

If you were unable to attend the live event, you can now access a full recording of the webinar.

If you have any further questions or if we didn’t get answer your question during the webinar, you can email Carla directly by clicking here.

During this insightful webinar, attendees learnt about:

  • Your entitlements from the UK & Swiss pension system. You will be provided with practical tools and tips to help you know what you currently have and what you can expect to receive.
  • Whether you may be eligible and if it may be suitable to transfer your UK pension to Switzerland tax – free.
  • How to drawdown from your UK and Swiss pensions in the most tax efficient manner
  • How best to utilise your pensions so that you can maximise your estate for inheritance tax purposes

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Written By
Carla Smart
Private Wealth Partner
Group Head of Pensions | Private Wealth Partner

Carla Smart is a Chartered Financial Planner with over 15 years’ experience helping internationally mobile clients secure their financial futures. Her career spans three continents and multiple international markets, giving her a practical understanding of how complex financial systems intersect across borders.

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