We are a group of highly experienced British financial advisors specialising in UK pension transfers. Our senior advisor is licensed and approved by the The Securities and Exchange Commission of Thailand. All pension schemes which we use are fully HMRC regulated and appear on the list of HMRC approved schemes.

Unlike many internet sites we insist on giving our clients face to face service in Thailand. We could not offer any recommendations without meeting you and understanding your circumstances and current pension provision first. All of our clients who remain in Thailand we meet regularly to review investments and make sure that they are relevant to current market conditions. Should you leave Thailand then we are part of a global network which can continue the regular meetings wherever you may be based in the future.

We can provide a range of services when it comes to UK pensions including:

• Zero cost and obligation pension tracing. As long as you have your National Insurance number and know who you worked for or saved with, then we can help you trace pensions which you may have lost track of.
• Review of current pension provision to help you build a better picture of what you have in place.
• Help you understand where you are financially and what you may need to do in the future to protect you and your family.
• Provide a thorough review and report on any transfer values which you have to help you decide on the best course of action. It is not always in your best interest to transfer out of your UK scheme.
• Assist you in finding the best location for your offshore pension, in terms of future taxation liabilities to make sure your new scheme offers the most tax efficiency.
• Ensure you are protected against taxation charges in the UK which could be as high as 55% of the value of your pension if you are not in a regulated scheme.
• Design and structure an investment portfolio within your offshore pension, using some of the largest investment banks and fund companies to give you the best chance of achieving growth and protection goals which are set out in the review stage.
• Manage a current QROPS. If you have already transferred your pension but are looking for a second opinion on the investments, jurisdiction or your advisor has simply moved on then we could help you.

We would normally recommend an introductory meeting which could be in our office, your office or other suitable location. This would allow us to introduce ourselves, answer your questions and give some personalised advice based on your circumstances.

Please contact us or arrange a meeting.

Due to the ever changing rules and regulations by HMRC we are now obliged to provide a suitability report on defined benefit pension transfers. This has to be done by an FCA (Financial Conduct Authority) regulated advisor in the UK to ensure that any pension transfer will be beneficial for an individual depending on their personal circumstances and pension provision.