+44 191 359 2115

enquiries@bellinghamhouse.co.uk

+44 191 359 2115

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

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A personalised pension report from a retirement expert

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A free search for any lost pensions

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Free, up to date valuations of your UK pensions

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The current performance of your pensions

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An assessment of your UK pensions

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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.
SIPPs-USA

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.

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Potential Tax Savings

Take Your Pension At

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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.
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Your pension free of all UK taxes

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Pass your pension funds to your beneficiaries tax free

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No Lifetime Allowance restrictions

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Merge your UK pensions into one, easy to manage pension fund

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Take your pension income as you need

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