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