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Tag: pension transfer

QROPS guide for expats (2022 Update) – Read to understand your options

This detailed QROPS guide is designed to provide UK expats with an impartial overview of QROPS and overseas pension transfers.

Published February 7, 2022
Categorised as Expat retirement planning Tagged BREXIT, Double Taxation Treaties, lifetime allowance, LTA charge, Overseas Transfer Charge, pension death benefits, pension transfer, portfolio bonds, QROPS, qrops advantages, qrops disadvantages

How are defined benefit pension transfer values calculated?

Many factors are involved in the calculation of a defined benefit pension transfer value. To many, the process remains a “black box”.

Published January 24, 2022
Categorised as Transferring a UK pension Tagged Cash Equivalent Transfer Value, CETV, defined benefit pension, Final salary pension, pension transfer, QROPS, SIPP

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