UK & Overseas Pensions
CONTACT
Complete the short form below and a Wealth Manager will be in touch to schedule your Zoom or telephone consultation.
Listen to why some of our clients decided that transferring or consolidating their pensions was the right move for them and what their experience was like working with us:
For more written, video or live testimonials kindly visit our testimonials page.
Pensions have moved on but is yours still old, expensive and limited?
If you contributed to a pension in the UK but no longer reside there then you should review your options against your new circumstances to see what the best solution is for you today. If your pension:
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Is spread across a number of different policies
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Not accessible until long after 55
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Requires you to purchase an annuity
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Is a final salary scheme that is sitting with a major deficit and at risk
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Is full of hidden fees (average is 3% plus per annum in most old schemes)
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Has been neglected and never presented or assessed with you
Then you should speak to one of our Wealth Managers who will do a quick health check on your pension and let you know what your options are in a personalised report for free and with no obligation to make any changes.
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Access from the age of 55
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Flexible Access; draw as much or as little as you need
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Access to 100% of the funds
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Leave 100% of it to your chosen beneficiaries
FREEDOM
NEW IS THE NEW YOU
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Secure it away from any pension deficits
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Review your risk profile and monitor growth
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Reduced fees and a dedicated manager to look after you
TAKE CONTROL
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Consolidate your multiple pensions
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Gain 24/7 online access to view your investments
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Greater range of investment products with world leading institutions
TESTIMONIALS
Our structures have become increasingly popular because they provide our clients with: