UK Pension Transfers

Smooth with no fuss.

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Transfer in the

best possible way

UK Pension Changes:

for better or for worse?

UK pension legislation is forever changing, Defined Benefit Schemes, often referred to as Final Salary Schemes, and Defined Contribution schemes, often known as Money Purchase Schemes are the two offerings.

Broadly, Defined Benefits are the Gold Standard because they offer guarantees at retirement, but they have experienced issues in recent years with employers struggling to fund them, Defined Contribution schemes don’t have the same guarantees and rely purely on contributions made, investment returned by the fund and the annuity.

If you are living or moving overseas and have either or both we have pension experts who can advise you on the benefits of transferring your UK Pension to a SIPP or a QROPS giving you the freedom to take your pension where you want and the flexibility to take it how you want.

Contact us and one of our transfer specialists can help you assess whether a transfer would be beneficial in your circumstances.

Just wanted to let you know that I am incredibly happy with the Portfolio Update you sent me recently. I can honestly say that my portfolio has made more profit in 3 months with you than 5 years with my previous company.

Keep up the good work.

Mr Rigby

We have been using Chase Buchanan for around two years now and have found their services to be excellent especially Lee Eldridge who has kept in contact on a regular basis. His knowledge and advice has been outstanding in managing our funds. We have recommended Chase Buchanan to many of our friends and will continue to do so. We have also just taken on a SIPP for my wife as we have been so pleased with the service and performance so far.

Mr & Mrs Sebborn

I wish to formally record my sincere thanks to you and your colleagues at Chase Buchanan for your assistance over the past 12 months. The professional way in which you have dealt with the issues that were troubling me has been much appreciated. The level of comfort you have engendered has far exceeded my expectations to the extent that I am once again able to relax and enjoy life! I only wish I had found you earlier- thanks once again.

S Robertson

I had been considering my pension options which I did not fully understand. After meeting and chatting with Lee Eldridge I now have my financial plans in place. I am very happy with the service provided by Chase Buchanan. They keep me regularly informed and I would recommend them to others.

J Murphy

We have been involved with Chase Buchanan since late 2016 and can only say that we have had fantastic service and advice all the way through. Lee and his office staff are there to answer any questions or queries and go out of their way to ensure everything runs as smoothly as possible. Our portfolio is under constant monitoring and the advice from Chase is always welcome. We feel we could not be in better hands and look forward to many more years working together.

Mr & Mrs Martin

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