Offshore Bond vs Global Investment Platform If you have worked in the UK, you might have built up a pension pot through your employer. You have now moved abroad and you have started hearing or reading about offshore bonds or offshore bonds used with SIPP or QROPS UK pension transfers. You are considering moving your […]

Types of Drawdown Pension UK for Expats If you are an ex-pat with one or more UK pensions and either in drawdown or looking to drawdown, there are 2 main types available to you. They may not currently be available through your existing plan in which case you will need to transfer. Or, you may […]

Expat Frozen Pensions Do you hold one or more Expat Frozen pensions? Have you built up numerous pension pots with previous employers? Are you wanting to access your frozen pension or consolidate it into one? The majority of people who have worked in the UK will have contributed to their company pension scheme. Often, when […]

QROPS UK to USA Do you hold UK pensions you wish to transfer to the USA? Do you live in the USA with no intention to return? Do you hold more than one UK private pension you wish to consolidate? In my previous article, we assessed the options available to US residents including the benefits […]

Transfer Defined Benefit Pension to SIPP A transfer defined benefit pension to SIPP is something that we are often asked if it’s a good idea or not. Defined benefit pension schemes have often been branded the ‘golden handcuffs’ of retirement provisions. The reason for this is twofold: 1) Defined benefit pension schemes guarantee a level […]