As you are unable to “roll-over” your UK pension into your US retirement account, we always advise clients to view their UK pensions as an important part of their overall US retirement strategy. A UK pension can, in the right type of pension plan, be very flexible and work cohesively with your US retirement assets. It is, however, important to understand your retirement objectives so that your UK pension can be managed in line with those objectives. Example objectives include the ability for you to:
Please contact us if you would like to discuss your objectives and options.