DO I NEED TO CONTACT MY OLD PENSION PROVIDER BEFORE I TRANSFER MY UK PENSION TO IRELAND?
Your first step is to find out if your particular pension can be transferred to Ireland. If you have any details on your UK pension,
then we can usually inform you over a phone call if your particular pension can be transferred to Ireland.
If your pension can be transferred to Ireland then the next step is to establish the current transfer value of your UK pension.
If you do not have up to date information on this, you can request this from your UK pension company or we can request it on your behalf if you wish.
To do this you have to sign a letter of authority which gives us the permission to request this information on your behalf.
We can then report this back to you and discuss your options with you further at that stage. You don’t pay anything for this, it’s free, and you’re also not committed to anything at this stage.
The first step is to contact Joanne on 01 5267770, Joanne will schedule a free advisory telephone appointment for you with our UK Pension Transfer Advisors.
Jim has been providing tax, pension/investment and lifetime financial planning advice to clients for over 30 years. He has an in-depth understanding of Business Owners and their requirements, which allows him to guide his clients through the complex world of long-term financial planning.