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US Advisors

Does your client have a UK pension? Think of us as an extension of your team.

We Exclusively Advise on UK Pensions

Florin Pensions specializes in providing solutions for managing your client’s UK pension assets. We regularly work with US wealth advisors, accountants and estate planners to help their clients understand and manage their UK pensions in line with their overall retirement strategy.

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We Have a Single Focus

We focus solely on UK pensions and helping US-based people with their UK retirement strategies. So, you can feel confident about working with us.

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We Make It Easy

UK pension and retirement plans can be complicated for people living in the US, but we’ll provide a clear picture of your client’s current UK pension(s) and options.

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We Are a Partner

We are specialists in our field and work regularly alongside US wealth advisors, accountants, and estate planners so their clients’ UK pensions can work cohesively with their US retirement assets.

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We Stay Current

We monitor changes to UK pensions legislation that may affect your client’s assets, and we’ll proactively advise you as things change.

How We’ve Helped Other US Advisors

Due to the nature of our work, we often partner with our clients’ US advisors when advising on UK pensions. Our case studies highlight just some of the ways we have helped our clients make sense of their UK pensions.

Read Our Case Studies

Talk to an Advisor

If you would like to discuss your client’s UK pension(s) to learn what options might be available before and during retirement, contact one of our Florin Pensions advisors for an initial consultation.

Get in Touch

We know that it can be difficult to find up-to-date information on a client’s UK pension, particularly if the client has accumulated a few pensions over the course of their employment in the UK. To assist, we will ask your client to complete a Florin Pensions’ Authorization. This authorization enables our team to assist in locating each UK pension provider and then request up-to-date information on your client’s UK pension(s) including current value, investments, and benefits. We can then use this information to have a complimentary consultation with you and your client to discuss our findings and confirm any next steps.