A) Experience With UK Pensions
The last 20 years we have acquired relevant experience regarding these kind of Pension Claims.
Whether it be about Tax Optimization, increased DC flexibility, QROPS, SIPPS, or the Universities Superannuation Scheme.
More than 50% of our clients have UK/Offshore Pension Claims.
B) Our Approach Is Different
Our approach is different from that of many UK Consultancy Firms.
Our goal is to provide high quality consultancy at an affordable rate for our long-term clients. We do not try to maximize our income. Nor do we try to get other (investment based) ways of payment besides our transparant fee.
Thus we focus on the long term.
C) UK Reviews
On the Review page of our site, you can see how a number of existing UK clients have perceived our advice and service.
All these opinions combined might provide a useful impression.
D) Individual Consultations
As we value personal contact with (potential) clients, it is our distinct pleasure to have individual meetings in London about Expat Pension Optimization.
We schedule this two to three times a year during two days on a London Heathrow location. For each individual meeting we schedule 2 hours time. After which the essence of the meeting and issues of interest or concern are carefully summarized and sent by mail.
This service is free of charge.
E) Pension Inventory Quick Scan