As exam qualified, financial services, career professionals, we believe in advancing the cause, quality and availability of financial advice to the expatriate community.
Expats are usually saving and investing far more than those back in their home countries and so the need for professional financial advice is probably greater offshore. Despite this, the availability of professionally qualified financial advisers in many of these expatriate locations is often limited.
British pensions have traditionally been protected by numerous layers of regulation, in part to protect retirees from the unscrupulous and perhaps sometimes from themselves.
Some of these restrictions have now been lifted but we still consider traditional retirement funds to be sacrosanct and so would always encourage those considering the option of an overseas pension transfer to seek out a professionally qualified financial adviser.
QROPS transfers relate exclusively to UK pensions and the corresponding rules are determined by UK Law.
UK qualified financial advisers are eligible to join the
Professional credentials of UK qualified advisers can also be confirmed by contacting the
which is the main exam awarding body for the UK Financial Planning Profession.