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Retirement planning

Be sure you have enough capital for later in life

One day you will want to be free to do whatever you choose. To be financially secure and have the time to relax, travel or start a new project.

We can help you to forecast the income you will need for the lifestyle you desire. And work with you to ensure your savings and investments provide you with enough capital to generate that income. Whatever stage in life you are at now.

How do we help you achieve this?

We begin by determining the income you would like later in life. One of our qualified pension specialists will then work with you to design a savings and investment plan for your target income, taking into account your time frame and personal circumstances.

With over 30 years' experience of advising people who live or work abroad on their retirement plans, we can help you to:

  • Save for retirement or for when you want to do something new in life
  • Generate tax-efficient income from your pension savings
  • Set up a new savings and investment plan or review your existing arrangements
  • Decide if a pension transfer is right for you
  • Pass on more of your wealth to your loved ones

Talk to a pension specialist

Contact us to arrange a meeting. Without obligation.

Who regulates what we do

We are regulated by the Commissariat Aux Assurance (CAA) in Luxembourg and can offer our services in all EU member states. Our UK Financial Conduct Authority (FCA) registration number is 453560.

The value and prices of investments can go down as well as up, and you may not get back the full amount invested. Past performance is no guarantee of future performance. Currency fluctuations will affect the value of overseas investments. Emerging markets can be more risky than developed markets. Current tax levels and reliefs may vary and will depend on your personal circumstances.

Pension transfer, QROPS and SIPPs

You may benefit from moving your pension to another country or to a different provider. It all depends on your personal and financial circumstances.

Find out more EU Commission employee pension transfer

Free Pension transfer guide

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PIC Pensions Guide

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