Helping you understand your options with pension left behind in the UK

We will review what you have and explain your choices for pensions appropriate to your personal situation – one size doesn’t fit all

Expat pensions

Planning for your retirement abroad

If retiring overseas is your dream, then you need to make sure you can enjoy a comfortable lifestyle for the long term. And that requires some careful pension planning and advice.

Pensions come in many forms and can be managed by you or your employer. For expats and those with larger UK pensions pots there is the additional option of a QROPS (Qualifying Recognised Overseas Pension Scheme) which enables expats to transfer a UK pension out of the UK and take advantage of a number of benefits.

QROPS (Qualifying Overseas Retirement Pension Scheme) or SIPP (Self Invested Pension Plan)

Depending on your circumstances, it may be in your interests to transfer your pension into a QROPS pension or a SIPP. There are pros and cons of doing of this and we’ll talk you through them and advise you about whether this is the best option for you and what your other options are. This can be a confusing area so we’ll make sure you understand all your choices and the implications.

QROPS

Do you qualify?

SIPP

Is it right for you?

Reviewing your existing schemes

We’ll explain and discuss the implications of exchange rates and how to make the most of your pension income and/or any lump sum when you retire. We can also review your existing plans so that you have a clear idea of what your pension income will be and what you may need to do in order to achieve your financial goals.

Managing any change of plan and keeping your pension under review

If you’re worried that you may need or want to move back to the UK or elsewhere, we’ll help you plan for that too. And we’ll keep your pensions under review so that you can be confident they’ll carry on providing enough for you to enjoy the lifestyle you planned.

 

Meet the Team

David Vacani

David Vacani

Principal

David has worked in the Financial Services sector since 1987 running large investment portfolios & looking after high net worth clients.

david@bgwealthmanagement.net

Tel: 0044 333 241 6966

Jennie Poate

Jennie Poate

Independent Financial Advisor

Jennie has been providing specialist advice to ex-pats for over 9 years. She is currently also undertaking her UK chartered diploma & lives in France.

jennie@bgwealthmanagement.net

+33 634 119 518

+44 333 241 6966

skype: JenniePoate

Paul Flintham

Paul Flintham

Independent Financial Advisor

Paul has been advising people who live overseas since 1997 & has a huge range of experience. An expat himself, he has a thorough understanding of the challenges of living abroad

paul@bgwealthmanagement.net

+33 624 962 751

+33 546 065 190

Skype: pflintham

Jane Inkster

Jane Inkster

Administrator

Jane is the hub of all things administration for Beacon and has been with the company almost since inception. Based in our UK office in Guildford she heads up a team of office based staff whose responsibility is to make sure clients’ policies are kept running smoothly and assisting all of the consultants. With an IT background she has vast experience in European financial services.

enquiries@bgwealthmanagement.net

Tel: 0044 333 241 6966

Edyta Slys

Edyta Slys

Administrator

Edyta, who is bilingual has joined our UK admin team recently.

She has worked in financial services prior to joining Beacon and acts in a supporting role to the consultants, and being the link between clients and administration ensuring policies are run smoothly.

enquiries@bgwealthmanagement.net

Tel: 0044 333 241 6966

Planning is bringing the future into the present so you can do something about it now

Alan Lakein

To arrange your FREE initial consultation please complete the contact form below and one of our financial experts will get back to you.

Contact Us

The financial advisers trading under Beacon Wealth Management are members of Nexus Global (IFA Network). Nexus Global is a division within Blacktower Financial Management (International) Limited (BFMI). All approved individual members of Nexus Global are Appointed Representatives of BFMI. BFMI is licensed and regulated by the Gibraltar Financial Services Commission and bound by their rules under licence number FSC00805B.