01
Find the pensions first
International clients often have more than one pension, in more than one country, with different charges, currencies and rules. We begin with the inventory rather than assuming consolidation is automatically better.
Pension planning
Pension Planning
Pensions consolidated where the structure, cost and jurisdiction make sense - not because one tidy statement looks better than three.
A clear view
The useful answer is usually the plain one.
- Inventory pensions held in different countries
- Compare charges, currency and access
- Coordinate transfer decisions with local specialists
02
Consolidate only when it earns its keep
A transfer can simplify administration, but it can also introduce fees, restrictions and tax consequences. We lay out the trade before any paperwork is signed.
03
Work alongside your specialists
Pensions sit close to regulated advice and tax. We coordinate the commercial and structural questions and make sure the right local adviser is involved before an irreversible step.
Start here
Tell us what you are trying to do.
A paragraph is enough. We come back within one business day with a named consultant and an honest view on whether we are the right firm for it. If we are not, we will say so and tell you who is.