Our Services

What do we do?

We provide UK pension transfer advice to individuals who migrate (or intend to migrate) from the UK and wish to transfer their UK pension funds to an overseas pension scheme (either in or outside the EU), and Holders of UK pensions who are returning nationals to their country of citizenship.

Upon our clients instructions we will execute the transfer of  their UK pension into a QROPS. If the best solution for a client is to transfer into QNUPS or a SIPP we can also execute this transfer. We also provide initial and ongoing investment investment advice.

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Finding the right solution for you to transfer your pension to.

We asses the current financial position of each individual and identify their financial objectives and then provide the overseas pension solution that matches their specific needs and requirements.

We will recommend the Qualifying Recognised Overseas Pension Scheme that best matches the individuals situation. However if a QROPS is not the best solution it may be that we recommend another option. This could include a QNUPS Qualifying Non UK Pension Scheme, or a SIPP Self Invested Personal Pension, or it could be doing nothing and staying in your current UK pension.

We will always give best advice even if this means that our advice is not to take any action or make changes at all.

QROPS solutions from all jurisdictions and pension providers.

It is however clear that a QROPS is the best solution for the majority UK pension holders, and when this is the case then we will select the most appropriate solution from the whole of the market. It is important to note that we are do not offer our own QROPS solution we are not a pension provider. We are Independent UK Pension Transfer Specialists and as such are able to choose from all of the major QROPS locations and providers worldwide.

Helping protect and grow your pension pot.

Depending on how close, or how far you are from retirement you should adjust accordingly the amount of risk that your pension fund is exposed to.

All too often in recent years pension holders have suffered dramatically when the stock market falls. This is because they have been exposed to too much risk. Rather than just leave it down to luck we help our clients avoid this problem by making sure that they get the right investment advice so that their retirement nest egg is protected when the inevitable stock market correction comes along.

To enable us to provide suitable initial investment advice we asses a number of factors such as each the individuals attitude to risk, their investment experience, their current investment situation, timing and size of tax free lump sum and income payments. We also provide an ongoing investment service which can involve the investor or be completely hands free for the investor.