We have simplified the transfer process for our clients into three easy steps. From start to finish, we are here to help walk you through every step. Contact us today to learn more or to get started.
If you have moved to Canada permanently and have a pension from a previous employment in the United Kingdom that you wish to transfer to Canada, contact us for an introductory phone call.
We will chat briefly to determine if it is beneficial to transfer your pension from the UK to Canada. If it is, we will send you our “Request for Information” data sheet so that we can start working on your behalf to get your pension funds to Canada.
Once we have both agreed that it is in your best interest to transfer your UK pension to Canada and you have decided to move forward, we will provide you with a document to complete that will allow us to work on your behalf.
We will contact your pension administrator to request an update on your pension values, account numbers, transfer details, etc.
Throughout this entire process there is no cost for the work we are doing as we are commissioned by the investment provider in Canada.
After we have received the necessary information from your pension administrator, we will be in touch with you to review everything and complete any required application/transfer documentation.
We will take care of everything including setting up your new investment account in Canada, processing transfer requests, follow ups, etc.