Pension Transfers
Discover how you can make the most of your UK workplace or private pension.
Get your FREE guide to UK Pension Transfers. From US regulated UK pension transfer experts
Pension Transfer Service
We help UK expats in the USA with pension planning & wealth management.
Each of our clients has their own circumstances & requirements. Each receives bespoke advice tailored to their needs.
Our pension transfer service includes
A personalised pension report from a retirement expert
A free search for any lost pensions
Free, up to date valuations of your UK pensions
The current performance of your pensions
An assessment of your UK pensions
Professional advice about your pensions now you live abroad
SIPPs – Self Invested Personal Pensions
A Self-Invested Personal Pension (SIPP) is a UK government regulated personal pension scheme. SIPPs can be a suitable choice if you now live in the USA, and have your pension back in the UK.
SIPPs have a greater scope for making investment decisions. They also have further benefits over other pensions.
QROPS – Qualifying Recognised Overseas Pension Schemes
A Qualifying Recognised Overseas Pension Scheme, or QROPS is an overseas pension scheme. QROPS meet certain requirements set by HMRC.
QROPS transfers incur a 25% tax if the QROPS is not in the country where you live. This is unless you are resident in the EEA. Thus, a QROPS in the USA is only suitable in very specific circumstances.
%
Potential Tax Savings
Take Your Pension At
%
Left To Your Beneficiaries
The potential benefits of transferring your pension
Have you left your company or personal pension in the UK? There are many reasons to consider a pension transfer.
Your pension free of all UK taxes
Pass your pension funds to your beneficiaries tax free
No Lifetime Allowance restrictions
Merge your UK pensions into one, easy to manage pension fund
Take your pension income as you need
