The options for your UK pension in the USA
Why review your pensions?
01 Tax Savings
Your UK pension free of all UK taxes
03 Pass On Your Pension
Pass your pension funds to your beneficiaries tax free (up to and over age 75)
02 Lifetime Allowance
No Lifetime Allowance restrictions
04 Management Savings
Merge your UK pensions into one, easy to manage pension fund
Frequently asked questions
Pension Transfer Questions that we have answered
What types of pension can I review?
Who can get a pension review?
Anyone aged 18 to 65 with a UK company or private pension that you are not currently taking an income from
Can I take my pension in US dollars?
Pension schemes such as SIPPS can pay benefits in multi-currencies.
Is there a minimum amount to my UK pension I can review?
There is no minimum amount that you can transfer. Pension funds under £30,000 may not be viable to transfer as the costs may outweigh the benefits.
How long does it take to transfer a pension?
It depends on the type of transfer and the parties involved. But a rule of thumb is 4-12 weeks.
Will the pension adviser be regulated?
Yes. The adviser who will review your pension options will be regulated in the USA. They will have many years experience with UK pensions and transfers.