Overseas pensions
JNM
Member
in CPD & Exams
Hi
Does anybody know of any learning resources or courses (either free or at a cost) which focus on Overseas Pensions?
I.e. transferring UK pensions to a QROPS or transferring an overseas pension into a UK pension.
I know it's quite a niche area and clients really need to take tax advice alongside our advice but I'm struggling to find resources around the actual technicalities and how it works in the real world.
Many thanks
Does anybody know of any learning resources or courses (either free or at a cost) which focus on Overseas Pensions?
I.e. transferring UK pensions to a QROPS or transferring an overseas pension into a UK pension.
I know it's quite a niche area and clients really need to take tax advice alongside our advice but I'm struggling to find resources around the actual technicalities and how it works in the real world.
Many thanks
Comments
Hi JNM - the Aegon Adviser website has some FAQs about Overseas transfers which might give you a starting point:
https://www.aegon.co.uk/support/faq/pension-technical/Overseas-transfers-in.htmlhttps://www.aegon.co.uk/support/faq/pension-technical/Overseas-transfers-out.html
If you need any further help please feel free to give me a call on 07740 897993
Best wishes
Theresa