Pension Reviews

Is it time for a pension check up?

Many expats who plan to retire overseas or repatriated back to their home country, may already have transferred their UK ‘frozen’ pension(s) to a QROPS. For anyone who took advantage of the tax (and other) benefits associated, in my experience, some schemes have been poorly managed and contact with your original financial advisor may be limited.

The investment platform landscape has changed significantly too over the past 20 years. I am able to advise on most existing offshore wrap platform policies such as:
☑ Quilter / Old Mutual / Skandia
☑ Zurich
☑ RL360
☑ Utmost / Generali
☑ Friends Provident
☑ Hansard

If you are looking for award-winning excellence in client service for your existing pension, then please contact me to arrange a free pension review.

Are you unhappy with the performance of your existing savings and investments?

Years lost due to poor service or poor investment returns will have a significant impact on your retirement income later on.

Investment track record is cited by clients as their main concern when choosing a Financial Advisor and high fees that eat into returns are the top-cited reason for changing advisor. I can source something to match your requirements from a range of next-gen integrated Management Account platforms with the added benefit of platform scale, in the form of very competitive fees at all levels. In addition, your returns are in the hands of an award-winning investment management team.

Get in touch today for a free initial consultation.