Has anyone transferred a pension from UK?
Jun 5th 2017, 4:38 am
#31
BE Forum Addict
Joined: Aug 2013
Location: Athens GA
Posts: 2,140
Re: Has anyone transferred a pension from UK?
That's really strange because I had a HL SIPP before I moved to the USA. After I moved they would not allow me to transfer my other small pensions to them. That is why I moved everything to AJ Bell. AJ Bell had been mentioned in other posts here on BE as accepting US residents.
Jun 13th 2017, 4:01 am
#32
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Thread Starter
Joined: May 2017
Location: Catalonia
Posts: 13
Re: Has anyone transferred a pension from UK?
@jsk374 The chap I have been speaking too in London, I know deals with US and Australian clients. I can give you a number or email if you would like?
Feb 28th 2018, 12:28 am
#33
Just Joined
Joined: Feb 2018
Posts: 1
Re: Has anyone transferred a pension from UK?
Hi, I’m having some difficulties getting through to any UK investment platform willing to work with me given my US residency. I transferred my pension into a SIPP but would like to use AJ Bell, can you provide a contact you used?
Thanks in advance.
Thanks in advance.
Feb 28th 2018, 2:29 am
#34
BE Forum Addict
Joined: Aug 2013
Location: Athens GA
Posts: 2,140
Re: Has anyone transferred a pension from UK?
Started with their on-line chat to confirm that they did accept new accounts from a US citizen/resident - I was then able to print that for my records.
Opened a SIPP account on-line.
Downloaded necessary forms for the SIPP application and transfer of funds from other providers and mailed them in.
It all flowed from there and within about three weeks everything was done.
