Can I transfer my UK pension to Poland?

For Brits living in Poland (or Poles who have returned home after living in the UK), one of the big questions involves what to do with any pension schemes that they have accumulated in Britain. This issue has become even more pertinent in the aftermath of Brexit and the additional uncertainty that it has brought to the table. Firstly, unfortunately, the answer to the question of whether you can transfer your UK pension to a scheme in Poland, is, no…

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How are defined benefit pension transfer values calculated?

In the past decade, huge numbers of people have transferred their final salary/defined benefit pensions to a SIPP or QROPS as Cash Equivalent Transfer Values have soared. However, since the start of 2022, these valuations have started to fall back and I have had numerous enquiries from people wanting to know why their pension transfer value has dropped. In this post, we will look at the nuts and bolts of how a defined benefit pension cash transfer value is calculated.

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