Pension TRansfer Specialists
Request your FREE call today, to find out how easy our x-ray service is
What does a call include?
- Introduction to the service offered
- Explanation of the process
- Discuss your financial objectives
- Provide a thorough review and recommendation
We do all of this for free with no obligation and include a full fee breakdown, covering all fees for if you decide to proceed. These fees only apply if you decide to take our advice after this point, which depends on the level of service and type of financial advice you require.
If you have already transferred a UK pension into a SIPP or QROPS, this may or may not have been the right advice. However since the transfer took place, have you been satisfied with the management and performance?
British Expat Pensions offer a no obligation X-Ray review of your existing policy. This is where we are able to help you understand your arrangement, and suggest if any modifications need to be made, to make sure you are getting the best results. Sometimes our review will reveal that you already have the best solutions in place, in which case we don't recommend making any changes.
What will the analysis uncover?
The analysis will breakdown the most important aspects of your policy, including:
- All costs of trusts, platforms, funds, advisor fees, commissions and potential exit costs
- Past performance of underlying portfolio
- Comparison against industry benchmarks
- Service comparisons
You may be surprised with the results!
Has your advisor gone missing?
Have you already transferred your UK pension to a SIPP or QROPS?