4 STEP PROCESS
Our experienced advisers work on your behalf throughout the transfer from start to finish.
You complete and signs the letter of authority that gives us permission to request the pension transfer value and transfer forms on your behalf (you may have these forms already so this eliminate the next step and will speed the process)
We then contact the UK pension provider and request the current transfer value & relevant transfer forms.This can take several weeks.
When the current transfer values have been confirmed by the UK pension provider we send you our fee structure and agreement, we offer very attractive discounted terms when running the pension and its assets on your behalf.
Once you are happy, the forms are sent to you.(we send examples so you can easily complete yourself) .
Simply return the hard copy to us and wait for the trustees to finalise the paperwork, this can take several weeks after which your old pension monies will be moved to new one. |
|
Free Assessment
To ensure you make the most out of your expat status we can check your current pensions, if they fall within the accepted range you can transfer them to a different jurisdiction and take control of your money.
START HERE |
| |
|
|
|
|
|
