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Financial Planning

The Defined Benefit Pension Transfer Guide for British Expats

As a British expat with a defined benefit pension scheme, understanding the pros and cons of a pension transfer is crucial to making an informed decision.

So whether you're planning to retire abroad or want to explore your options further, this guide explains how a defined benefit pension transfer could impact your future.

Download Guide

What You Will Learn:

  • 7 compelling reasons why British expats are transferring their pensions.
  • Why companies are incentivising members to switch to personal pensions.
  • Which pension scheme is right for you: Personal pension vs defined benefit pension?
  • What a CETV is and why it’s so important to you.
  • Timing is everything: Find out if now is the right time for you to transfer.

Adviser

Daniel Lynch

Private Wealth Director

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