Are you currently a resident of the United States and have UK Pension assets? Here’s why we need to talk.

Sweeping changes in legislation over the past 15 years have transformed the UK pension market. As the owner of a UK pension, you now have more freedom and control over your pension assets than ever. With so many options at your disposal, making the right decision is critical.

If any of the below points relate to you, you can seek advice from one of our financial advisors here at Beach Financial.

• You have a Defined Benefit (Final Salary) pension, typically offered by large corporations.

• You want to pass the maximum of your pension wealth onto your loved ones after you pass away.

• You want to have flexibility and control over when and how you draw down on your UK pension.

• You want to take your UK pension income in US Dollars.

• You want to consolidate several UK pensions into one account for ease of management.

Beach Financial Group provides holistic financial planning services and specializes in UK pension planning. To see how your UK pension benefits can be structured to best meet your retirement objectives please contact us for a no-commitment, comprehensive review of your UK pension assets.

With strong knowledge of the market and a number of UK connections within our agency, we’re the perfect solution.