wcoastwalk22

Hello all,

I am a new member of this forum. I used to work in UK and have company pension. I received a package from the pension administrator for withdrawing options. After some phone calls I would like to transfer the fund to another company/platform to set up a SIPP. Before the administrator releases the fund, a UK financial advisor must do an assessment as the pot is greater than 30k pounds per government regulations. However, the financial advisor suggested by the pension administrator does not work with US residents. Does anyone has similar experiences and know a UK financial advisor that can work with US residents? If so I would be grateful if you can share it or contact details.

I had a post earlier in the day on this with a few more details on company/platforms, which unfortunately was deleted by moderator for possible spam. I guess that I completed registration today and that was my. first post was the reason. Hopefully this new post will not be culled, I have removed all company names.

Thanks in advance for any help.

Glasgow Girl

I sent you a PM with details of an advisor who was able to help me in the same circumstances. Note that you have to transfer to an International SIPP first, and then to the company you wanted to do the SIPP with (I saw your earlier post). So a circuitous route, with fees involved, but unfortunately the only way it can be done to comply with all the restrictions placed on who can do what.