UK Pension Transfers

bdhSterling have developed UK and overseas solutions for UK pension members living abroad.

Through our knowledge and experience we have advised clients in over 80 countries.

Our solutions include:

  • Recommending FATCA reporting investments suitable for UK pension members with US connections as well as US portfolios for clients living in US.
  • Develop solutions for clients when changes in legislation occur, such as the Overseas Transfers Charge, effecting transfers to QROPS (Qualifying Recognised Overseas Pension Schemes).
  • Advised on contract-based schemes to fit with local tax laws in the overseas country the UK pension member is living in.
  • Safeguarded benefit rights advice provided under our UK FCA (Financial Conduct Authority) license.
  • All fees and charges are fully disclosed.