About UK Expat Pension Reviews
UK Expat Pension Reviews helps British expats make sense of their pensions, savings, insurance and borrowing. We work with UK expats living outside the UK, from our offices in Hong Kong and Kuala Lumpur.
Our founder, Gerard Ward, has more than 20 years’ experience in finance and wealth management. He holds CeMAP, AAT and Hong Kong Securities Institute qualifications and is a member of the Chartered Insurance Institute (CII). Our services are provided by Just Service Global Ltd, which is licensed by the Labuan Financial Services Authority.
What we cover
- Pensions: how to review a UK pension from abroad, whether a transfer makes sense, and the options including QROPS and an expat SIPP. Read our pensions guide.
- Insurance: life, critical illness, income protection, health and mortgage protection for people living abroad. See our insurance guide.
- Savings and investments: offshore savings plans and investment bonds, inheritance tax, wills and trusts, and school fee planning. See our savings guide and our independent product reviews.
- Mortgages and financing: expat mortgages, commercial mortgages, bridging loans and development finance. See our financing guide.
How we work
Deciding what to do with your money from abroad is hard. Rules differ by country, products change and some choices are costly to reverse. We start by understanding where you live, where you may move and what you already hold. We then set out your options, the costs and the risks, so you can decide with the facts in front of you.
Pension transfers are complex and may not be suitable for everyone. The value of investments can fall as well as rise. Tax rules can change and depend on your circumstances.
Talk to us
You can speak to us by phone or video, at times that suit your time zone. Request a callback or email [email protected] and we will confirm a time.