UK Pension Transfer FAQ's
Follow our UK Pension Transfer FAQ page for answers to your UK Pension Transfer questions. All our articles are tailored to UK expats living in the USA. You can also follow us on LinkedIn for news and updates.
How is final salary pension transfer calculated?
If you want to consider a transfer from a UK defined benefit / final salary pension to a defined contribution pension (like a personal pension) a cash equivalent transfer value (CETV) from your defined benefit pension provider must first be requested. This is the lump sum the pension scheme will offer you in exchange for […]
Can I transfer my UK pension to the US?
There can be benefits to transferring your UK pension to a Self-Invested Personal Pension (SIPP) or a Qualifying Recognised Overseas Pension Scheme (QROPS). Read More
What retirement options do I have with my UK pension?
The retirement options available to you under your existing UK pension(s) will depend upon the type of UK pension you currently have (for example, whether it is a defined benefit or defined contribution pension) and what retirement options the scheme offers you. Read More
What type of UK pension do I have and how do I get details on it?
It can be difficult to find up to date information on your UK pension(s), particularly if you have accumulated a few over the course of employment in the UK. Read More
How do I take advantage of the new UK pension flexibilities?
On 6 April 2015, the UK government introduced new UK pension freedoms which are revolutionizing how people are now able to access their UK personal and occupational pensions. Read More
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