Expat Financial Planning Services

How can I consolidate multiple UK pensions?

Managing multiple UK pensions can be complex, especially if you’ve worked numerous jobs and acquired defined benefit and contribution pensions. Consolidating your pensions into a single, manageable scheme solves this challenge.

Our pension transfer service specialises in helping British expats consolidate their pensions, providing a clear view of their retirement assets, simplifying administration, and making cashflow modelling and income forecasting easier.

We can also assist in tracking down any lost pensions, ensuring that all your retirement savings are accounted for. Imagine the peace of mind and convenience of having one consolidated pension, giving you better control over your financial future. Start simplifying your pension management today by exploring our transfer options.

Am I paying excessive fees and charges on my QROPS?

Many British expats who have transferred their pensions into a Qualifying Recognised Overseas Pension Scheme (QROPS) face the challenges of high fees, lack of continued advice, and incorrect beneficiary nominations. These issues can hinder the performance of your pension and your retirement goals.

Get a complimentary second opinion pension review to thoroughly assess your current pension and identify potential drawbacks or missed opportunities.

How do I plan for retirement while living overseas?

Planning for retirement can be more complex when you’re living abroad. You must understand how your expat status affects your ability to contribute to and withdraw from your UK pension(s). It’s also important to consider the impact of exchange rates on your retirement savings.

Consulting with a financial adviser experienced in expat retirement planning can be invaluable. They can help you understand your options and develop a strategy that ensures you can enjoy your retirement wherever you live.