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Expat Pension Review Process

THE EXPAT PENSION REVIEW PROCESS IS VERY STRAIGHTFORWARD TO SEE HOW THE PENSION PERFORMS:

1 : After speaking with the advisor and performing a full fact find if we then discover there are some benefits to transfer the pension by going through the pension review process.

2 : We provide you with a Letter Of Authority for the client to sign which enables us to find more in depth details of your pension from the provider such as the company, pension value and any fees and costs associated with the current pension. We would need the most up to date yearly statement from you pension provider/s and a signature to allow us to approach the pension provider or trustee.

3 : The Letter of Authority is submitted by UK Expat Pension Reviews to the pension provider requesting further information.

4 : The pension provider will then supply UK Expat Pension Reviews with all the details and we then pass this on to our pensions department. They then perform a Critical Yield Analysis which is looking at the costs of the pension and if the costs can be found elsewhere for a lower charge. This is where we can assist you in growing your pension with lower charges over the long run and compounding the pension pot meaning a higher or bigger value upon retirement.

5 : Based on where you are retiring we can then establish what the best option is for your pension.

  • Stay put in your current pension plan.
  • Transfer to a cheaper more efficient pension provider.
  • Look to transfer into a Recognized Overseas Pension Scheme/SIPP to give you more control over the funds that your money is invested in and take advantage of the benefits this offers.

Click here for next page Expat Pension Transfer Benefits

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Expat Mortgages
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Contact Us

Unit 1205-1208
Smart Space 2,
Cyberport 2
100 Cyberport Road
Hong Kong

Phone: 852 9247 7065
Email: [email protected]