Review the options for your UK pension
Our Pension Review Service
We help UK expats who are now based in the USA & Canada with a range of pension planning & wealth management.
We know that each of our clients has their own circumstances & requirements. As such, with our Pension reviews service, each receives bespoke advice tailored to their needs.
Our pension review service includes:
• A personalised pension analysis from an expat retirement expert
• A free search for any lost pensions
• Free, up to date valuations of your UK pensions
• The current performance levels of your UK pensions
• An assessment of your UK pension plans
• Professional advice about your pensions now you live abroad
The Benefits of UK Pension Reviews
Self Invested Personal Pension
Pension reviews – Frequently Asked Questions
What types of pension can I review?
A pension review will help you to decide whether a pension transfer is suitable for you or if your current pension set-up is the bext current solution.
You can transfer most types of pension schemes where there is a transfer value. You can not transfer a UK State Pensions or unfunded public sector schemes such as NHS or Armed Forces pensions.
Who can get a pension review?
If you are aged between 18 and 65 and have a UK company or private pension, that you are not currently taking an income from, an adviser can review the set-up of your pension plan.
Can I take my pension in US dollars?
Certain types of 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 formal 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 and will have many years experience with UK pensions and transfers.
Get UK pension advice
Discover the UK pension options that are available.
Get your free initial consultation with an US regulated pension adviser.
Complete the form below and one of the UK pension team will contact you shortly