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Attractive lump sum distribution
Immediate withdrawal possibilities
No withholding tax on distributions
No need to annuitize payments
Money can be left to your heirs
Greater financial control and flexibility
UK Pension Transfers Abroad QROPS
Back to top Back to main Skip to menuAttractive lump sum distributionImmediate withdrawal possibilitiesNo withholding tax on distributionsNo need to annuitize paymentsMoney can be left to your heirsGreater financial control and flexibility
Your privacy is very important to us - all information received will be treated in the strictest confidence.
Tom Zachystal (CFA, CFP)
Expat Focus QROPS Partner
Tom Zachystal is a Registered Investment Advisor specializing in investment management and financial planning for expatriates. He has over ten years expatriate portfolio management and financial planning experience and has clients on four continents in over a dozen countries.Please note: This service is for occupational or personal/private pensions only, not state pensions. Items above marked with an asterisk (*) are required information.
Potential benefits of transferring to a Qualifying Recognised Overseas Pension Scheme (QROPS):
- Immediate withdrawal of transferred funds to the extent permitted by HMRC and local pension regulations.
- Ability to take a lump-sum distribution greater than the 25% limit mandated by UK rules.
- No need to annuitize payments from your pension scheme.
- No withholding tax on distributions.
- Greater control and flexibility for your pension money.
- Unused pension money can be left to your heirs – not your annuity provider.
Potential benefits of transferring to a Qualifying Recognised Overseas Pension Scheme (QROPS):
- Immediate withdrawal of transferred funds to the extent permitted by HMRC and local pension regulations.
- Ability to take a lump-sum distribution greater than the 25% limit mandated by UK rules.
- No need to annuitize payments from your pension scheme.
- No withholding tax on distributions.
- Greater control and flexibility for your pension money.
- Unused pension money can be left to your heirs – not your annuity provider.