Pension Transfers
Safely transfer your pension now you live in the US Get your free guide to UK pensionsDiscover your UK Pension Transfers options
Discover how you can make the most of your UK workplace or private pension.
Get your FREE guide to UK Pension Transfers. Written by US regulated UK pension transfer experts

SIPPs

QROPS
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Our Pension Transfer Service
We help UK expats who are now based in the USA with a range of pension planning & wealth management.
We know that each of our clients has their own circumstances & requirements. As such, each receives bespoke advice tailored to their needs.
Our pension transfer 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 Transfers
Self Invested Personal Pension


QROPS – Qualifying Recognised Overseas Pension Scheme
UK Pension Transfers – Frequently Asked Questions
What types of pension can I transfer?
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.
Will I have to pay UK taxes?
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 I can transfer?
Whilst there is no formal minimum, small funds may not be viable to transfer as the costs may outweigh the benefits.
In practice transfer can be considered for funds over £30,000
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.
Is flexible drawdown available?
Defined contribution pension schemes should be able to offer flexible drawdown but it depends on providers rules and a transfer may be needed to get this benefit.
Are QROPS suitable in the USA?
QROPS can still be used for USA residents but they will be subject to the 25% transfer tax introduced by the UK government where the transfer is outside the EEA and not within your country of residence.
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