Where Are My Pensions and How Do I Claim Them?
If you’ve worked in the UK at some point, the chances are you paid into some form of pension. It might only be a small amount but it’s always worth having a look, and you never know your UK pension review might uncover a nice surprise.
Many of our clients have old, frozen UK pensions which they intend to review but simply never get around to doing so. Often information is lost, or the thought of spending 30 minutes listening to automated telephone switchboards is enough to end a search before it ever began.
How Important Is Your Pension To You?
It is often said that retirement can be either the longest holiday of your life, or the longest period of unemployment. Your pension will most likely play a big part in which path you follow. Failing to make the most of your investments now, can have a massive effect on whether you achieve your retirement goals.
Right For You?
That all depends on the answers you give to the following questions during your UK pension review… And more. What existing plans have you have in place, your current country of residence and where you may move to before and through retirement, total value of your pension plans, your tax position and the tax status of the country you reside in and plan to retire in. Your priorities, your attitude to risk, do you need a lump sum to pay off a mortgage or even buy that yacht?
Pension planning isn’t the be-all and end-all, but it plays an important part of your financial portfolio. To arrange a review of your circumstance or for more information, please contact me. I will be happy to help with whatever questions you may have.
Rob.
E: robert.gourlay@holbornassets.com T: (+6) 01151565649 W: www.rgwealthsolutions.com
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