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The Transfer Process

Pension Transfer

You can transfer your UK Pension into an HMRC approved scheme in an offshore, tax friendly jurisdiction.

The Transfer Process

  • Our Business Development Team will contact you and get some details.
  • A qualified Holborn advisor will meet with you to discuss your UK pension and explain the options available. There is no charge for this and no obligation on your part.
  • The adviser will ask you to fill in and sign a Letter of Authority (LOA) which gives Holborn Assets the authority to request valuations from the pension trustees. Please note there is no obligation with the authority for you to proceed with any transfer, it’s only to get valuations.
  • Once the valuations come back your Holborn Assets advisor will prepare a pension transfer report and meet with you to review the report and get your authority to proceed.
  • They will advise you on the best QROPS Scheme for you and complete an investment risk profile based on you needs.

It is essential that you seek advice from a qualified Holborn Assets adviser. You can talk to one of our Holborn Assets South Africa advisers without obligation.

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