Right For You?
That all depends on the answers you give to the following questions during your UK pension review… And more. What existing plans have you have in place, your current country of residence and where you may move to before and through retirement, total value of your pension plans, your tax position and the tax status of the country you reside in and plan to retire in, your priorities, your attitude to risk, do you need a lump sum to pay off a mortgage or even buy that yacht? Your overall financial planning and wealth. Pension planning isn’t the be-all and end-all, but plays an important part of your financial portfolio.