Pension Transfer Advice
We're here to help when you need us.
We're here to help when you need us.
Don't invest your pension blindly.
We offer professional advice!
Advice in relation to the transfer of pension benefits is the most complex area of financial planning, and one, which by law requires a Pension Transfer Specialist, qualified, regulated, and professionally insured. It is vital that, when making financial decisions, you work with professional/qualified experts.
Contact us to discuss your personal financial planning. We are happy to share our qualifications, regulations and insurance details with you to ensure that you feel comfortable in making the correct decisions about your financial future.
- Free consultation.
- No hidden fees.
- No obligation.
- Local advisors.
Request A Call Back
Start a chat with our online support staff
Alternatively fill out the above form for a call back
One of our advisors will evaluate your case
You will receive a comprehensive response for your particular case
What Is A SIPP?
The SIPP, is a UK Financial Conduct Authority (FCA) regulated personal pension wrapper in which your funds are held within the rules and regulations of UK pensions, whilst allowing you to benefit from the pension freedoms.
The SIPP is designed as a life-long plan and will continue to function through your retirement, under ‘income drawdown’; administering your pension income and lump sum benefits while the fund remains invested to promote capital growth and support income withdrawals.
✓ UK FCA Regulated Personal Pension
✓ Fully functioning private plan
✓ 100% tax free upon death (pre age-75 yrs)
✓ Unrestricted nomination of beneficiaries
✓ Flexi-access drawdown
✓ Full withdrawal option
✓ UK regulated investment funds available
✓ 25% tax free Pension Commencement Lump Sum (PCLS)
✓ PAYE available for UK residents
✓ Early withdrawal in the event of serious illness
✓ Multiple currency options for both
investments and income
What Is A QROPS?
QROPS – ‘QROPS’ stands for ‘qualifying recognised overseas pension scheme’. A QROPS is an overseas pension scheme that HM Revenue & Customs (HMRC) recognises as eligible to receive transfers from registered pension schemes in the UK.
To qualify as a QROPS the scheme must meet the requirements set by UK tax law, such as being able to reside in that country and not being accessible before age 55 unless under special circumstances.
What Is Lifetime Allowance?
You will be aware that there is a restriction on the amount of pension savings which a person may build up in a tax-favoured environment. However the intricacies surrounding protections and their changes over the years mean you’re probably looking for advice on how best to navigate the guidance.
Our online support staff can answer any basic factual questions you may have, but also be able to put you in contact with an FCA qualified advisor that is covering your area of the world.
Some of our most popular questions
