UK Pension Transfer Process
What’s Sterling Planners process to transfer a UK pension?
- A initial phone conversation with a Sterling Planners specialist to assess your situation and ensure you are eligible to transfer your funds. If your UK pension is eligible and you’re interested in exploring whether this is the right decision for you, we will send you a Letter of Engagement to engage our services, and a Letter of Authority for us to contact the relevant UK Scheme on your behalf.
- Sterling Planners complete a Personalised Pension Transfer Statement of Advice. Outlining the relevant options for your situation, allowing you to make an informed decision to transfer or not.
- If you decide to proceed with the advice, Sterling Planners will complete the transfer process, including obtaining any relevant UK advice (where applicable) and establishing the required structures.
How to get started