QROPS Expert Advice

The 10 second checklist

Is a Pension transfer right for you?
Answer these 3 questions:

1. Are you from or have you worked in the UK?
 
2. Are you considering retiring outside the UK?
 
3. what happens if you decide later to retire in the UK?
 
 

Send us an email and we can start looking at your situation and give you free advice.

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A pension transfer to a qrops may be the right choice for you

three Steps to transfer

1
Obtain current pension value
2
PFS Analyse with independent Actuary
3
Review, Consider and Decide
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Case study examples

Complex situation resolved

The team at PFS helped me evaluate and understand the complexities of my 5 UK pensions. This was all resolved by transferring 4 of them into a single QROPS and PFS dealt with everything. My QROPS is managed in one place and although the fifth UK pension cannot be transferred, PFS are communication conduit and single contact point for all my pension matters.

Gilbert B., Management Consultant, 61 years old

Case study examples

Double Dilemma Gone

Platinum helped me understand my UK pension. When I made the decision to transfer it to a QROPS they undertook all the work and kept me informed at all stages. Now I have total flexibility and am able to nominate my beneficiary. These are the two things which bugged me and have now gone away.

Jane B, Banking Industry,
Hong Kong

Case study examples

Total Pension Revamp

Planning my move to retire in Hong Kong was made easier by Platinum who helped me reorganize my UK pension into a QROPS. This allowed me to have a locally available adviser; manage my pension investments more comprehensively; reduce my income tax bill on pension payments and have family members named as shared beneficiaries. They also arranged the entire process seamlessly.

John C., Now Retired, 60 years old,
Hong Kong

 

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