UK Pension Transfer LLC provides pension advice to UK expatriates and other nationals residing in the US who have existing UK-based occupational pension plans. The firm reviews clients’ existing UK pension assets and benefits and provides recommendations regarding a potential transfer of the pension’s value to an alternative pension provider and the selection of investment managers. The firm also notifies clients of significant changes in UK pension legislation and provides ongoing advisory services.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees can be negotiable when the size of an individual’s pension fund is exceptionally large.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...