UK pension transfers - The Financial Migration Group

By: The Financial Migration Group  06-Dec-2011
Keywords: Pension, Investment Portfolio

The UK Pension Transfer Process:

  • Initial client meeting is held either face to face, by phone or Skype.
  • Client gives TFMG authority to obtain Transfer Valuation from the UK pension provider.
  • We conduct a thorough Fact Find to establish cleints individual circumstances and objectives.
  • We prepare a report and recommend most suitable QROPS based on clients objectives, fund size and investement horizon.
  • Client elects to transfer pension to NZ – the funds sent by UK pension company in sterling and held in UK cash account in NZ – client gives instructions when to exchange to NZ$.
  • Cash withdrawal can be sent to client if they have been a  non UK tax payer for over 5 years. If over 55 the client can elect to take 25% tax free cash and USP even if they are within the 5 year HMRC reporting period.
  • Investment portfolio structured by our adviser after client completes investor profile questionaire.

To start the process call us today on 06 877 9063 for a free, no obligation initial consultation by phone or face to face.

The information in this article was current at 02 Dec 2011

Keywords: Investment Portfolio, Pension

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