Florin Pensions LLC provides pension and investment advice to UK expatriates or other nationals generally residing in the US who have existing UK-based pension plans. Florin reviews clients' existing UK pension assets, including retirement and death benefits, investment performance, and potential transfers to new pension providers. Florin also notifies clients of significant changes in UK pension legislation and provides ongoing advisory services. Florin does not actively manage client pension assets.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For clients who self-direct the investments in their UK personal pension, the annual fee is 0.5%. For clients with Florin prior to 25 July 2014, or who received a written pension review prior to this date, Florin charges an annual fee ranging from 0.25% - 0.5% per annum.