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Drawing UK Pension Benefits Overseas

Complete the details below and we will assess how you can draw your UK Pension benefits in the most effective way confidentially and without obligation
Name*
Date of Birth:
Nationality*
Current Country of Residence*
Occupation*
Preferred Retirement Age:*
Currently Retired Yes   No
Married Yes   No
No of dependants*
Email Address*
Tel Contact Number
Current Salary or retirement income before tax
Percentage of Current Salary in Retirement Required
25%    50%    75%    100%    Other%  
Value of total Current pension provision
Not Known
Current monthly disposable income
Current Monthly Company Contribution
Current monthly total personal contribution
If Currently retired, are you drawing benefits from a scheme pension or
annuity Yes   No   Not Sure
If Currently retired, are you claiming your entitlement to the UK State
Pension Yes   No
Do you have any old company or personal retirement/pension schemes which you on longer contribute to Yes   No
What is the total approximate value of these Yes   No
Are you maintaining National Insurance Contributions in the UK
Yes   No   Not Sure
When were you last resident in the UK
How long do you intend to live outside the UK Less than 5 years More than 5 years
Do you currently invest in Equities Bonds Investment funds
Regular Saving Plans In the UK Other Countries
What is the total value of your investments
Not Sure
What annual rate of return have your investments provided over the past 5 years
Not Sure
What is your current level of annual contributions to your overall investment portfolio
Have you been given any recent advice about drawing your UK entitlements whilst resident overseas Yes No
Are you currently still paying tax in the UK Yes No Not Sure
Have you informed the HMRC (Formerly The Inland Revenue) that you are no longer living in the UK Yes No
Are you still resident for tax purposes in the UK but intend to move overseas
Yes No
If Yes, when do you intend to leave the UK Within
6 months 12 months Longer than 12 months
Are you currently contributing to a state pension or personal pension in your current country of residence Yes No
Please input any other relevant information in the box below
I hereby confirm that I am satisfied with the privacy policy of this site and I agree that I have given my consent to be contacted. I am not currently resident in The United States of America and I am over 18 years of age. Please click here to read our privacy policy
Yes   No
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To find out how you can help without any cost or obligation, please click here
Living or moving overseas from the UK with Pension Benefits?
Find out how you may be able to benefit from a QROPS.

1. No need to buy an Annuity
2. Income paid gross
3. No tax charge on passing assets to     Beneficiaries.

Do you have a UK Endowment Policy?
Did you know that you may be able to release the cash value of your UK endowment policy with up to 35%
more than the surrender value paid by the bank or insurance company who sold you the policy.

Perhaps you need access to cash or would like to look at more suitable investment options.
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