British Expats - Search Results

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Forum: USA

Dec 21st 2006, 9:05 pm

Replies: 15

Help with pension transfer

Views: 4,967

Posted By budtonite

Re: Help with pension transfer

Personally, I don't think that there is a "one size fits all" solution to how you want to handle this, it really does depend on your situation and plans - all of which change over time.

One thing...

Forum: USA

Dec 21st 2006, 2:08 am

Replies: 15

Help with pension transfer

Views: 4,967

Posted By budtonite

Re: Help with pension transfer

I have now gotten this whole thing pushed up to the head of our legal department in home office so I'm very hopeful that more info will be forthcoming very soon.

:beer:

Forum: USA

Dec 20th 2006, 2:58 am

Replies: 6

Changes to UK retirement benefits

Views: 754

Posted By budtonite

Re: Changes to UK retirement benefits

It is well worth contacting them to request a statement of your contributions and also a forecast of your pension. You can make the request via e-mail, but any reply containing personal information...

Forum: USA

Dec 20th 2006, 12:01 am

Replies: 15

Help with pension transfer

Views: 4,967

Posted By budtonite

Re: Help with pension transfer

The approved schemes are called QROPS - Qualified Recognised Overseas Pension Scheme. A list of companies who have regtistered AND agreed to have their names published can now be found at:
...

Forum: USA

Dec 19th 2006, 11:49 pm

Replies: 6

Changes to UK retirement benefits

Views: 754

Posted By budtonite

Re: Changes to UK retirement benefits

Not yet passed into law and will not come into effect until 2010.

I have just been looking at making some class 2 catchup contributions to make sure I get my 44 years!! If you already have your...

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