UK Pension Expert
Our Process
Moving your UK pension overseas could seem like a time
consuing and overwhelming task.
We at UK Pension expert have developed a process which
makes the entire experience smooth and efficient.
Step 1
Fill out our enquiry form
Once you leave your details, we get in touch with you over phone to fix up a time for a meeting face to face or over Skype if based in different cities.
We offer a complimentary review of your pension at this stage, which gives us information like: Value of your pension pot, fully funded or in deficit?, has it falled into Pension Protection Fund?, your Guaranteed Minimum Pension? Has there been any changes made to retirement age or other entitlements?
Step 2
Meet with our consultant
Once we received this information back. We then meet with our client to discuss in detail their existing pension scheme and the alternatives available to them.
We then explain why it makes sense to move your pension and exactly how they will be better off by doing so.
Step 3
Processing transfer out forms
We then proceed with the application to transfer the pension into the chosen pension scheme. We then proceed with the application to transfer the pension into the chosen pension scheme.
Great news is that there are no tax or penalties, or any kind of deductions at all so 100% of the funds come across into the new pension plan. Usually takes about 8-10 weeks for transfer to happen and new pension policy to come into force.
Funds received between 4-8 weeks of sending the complete application
If the member has turned 55, benefits can be accessed straight away.
Happy customers around the globe
5/5
We loved the personalised attention we got from Gaurav and the UK Pension Expert team.
- Pravin Kini
5/5
We loved the personalised attention we got from Gaurav and the UK Pension Expert team.
- Pravin Kini