Ron Craig will help you with the four key steps:
- Learn if your pension plans are eligible for transfer and about any tax consequences. Not all pensions can or should be transferred.
- Choose an experienced QROPS investment adviser in Canada who will invest the transfer proceeds according to your wishes. Appointing the wrong adviser may cause unnecessary risk and expense.
- Get expert guidance on completing the transfer forms and, if required by UK law, appoint a pension adviser and, finally,
- Instruct the pension company to complete the transfer.
When the funds arrive in Canada your appointed adviser will make the investments and you will have the prospect of a better retirement.