Guide to UK Pension Transfers

Understanding your pension transfer options will help you maximise your retirement income and benefits.

Guide to UK Pension Transfers

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If you live overseas and have a UK-based pension fund it may be beneficial to transfer it to an alternative scheme.

Transferring your UK pension can have a significant impact on the tax you pay, when you can access your pension benefits, the lump sum value you’re able to withdraw, and how your family can benefit from your pension funds. It's therefore important to understand your options.

This guide will provide an overview of the options available to you:

  • Leaving your pension funds in the UK
  • Transferring your pension funds to an international SIPP [Self Invested Personal Pension]
  • Transferring your pension funds to an HMRC Recognised Overseas Pension Scheme [ROPS] where possible.

Your guide will explain the potential benefits and downsides of your transfer options, but does not replace the need for expert financial advice. Once you have received the guide, we'll follow up to answer any questions that you might have, and give you the opportunity to speak to a qualified international advisor.

Our advisors are dedicated to helping you maximise your pension income and benefits by identifying the right pension solution for you – wherever you are in the world, and wherever you choose to retire.

Guide to UK Pension Transfers

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