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Can I cash in my pension to move aboard?

If you are aged 55+ and have a personal or company pension you are not currently paying into or receiving, you can cash in 100% of your pension as a lump sum to move abroad – up to 25% Tax Free

Can I cash in my pension to move aboard?
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Case Study: Cashing in your pension to move abroad

This pension release case study involves Dorothy and her husband who needed to raise as much cash as possible to move abroad and start a new life together.

They already had their contacts abroad looking into suitable rental accommodation and were already investigating work opportunities themselves. As the couple wanted to move abroad first, and then look for work, they calculated that they would need about £1,200 a month to cover living expenses.

At the time, Dorothy had three paid up personal pensions which she wanted to consider releasing a cash lump sum from. As Dorothy saw it, unlocking her pension funds could help them achieve their objectives and move abroad as they wanted.

Having transferred the three separate pensions into one pension arrangement, going through with pension release process subsequently unlocked a cash sum of £5,078. This proved enough for Dorothy and her husband to use to move abroad and cover all living expenses for a few months while they both looked for work.

It was a high risk strategy from Dorothy’s point of view because if they didn’t secure work within 4 months then they will have run out of money. However, it was a risk she and her husband was prepared to take. Had her circumstances been a little different it may not have been suitable for her to carry on with pension release.

At Grove Pension Solutions each case is looked at individually to make sure the right advice is given to each person on a case by case basis.

Need advice on how to cash in your pension to move abroad

Grove Pension Solutions Ltd is regulated by the Financial Conduct Authority.

If your pension pot is worth £30,000 or more you need to take specialist advice from a FCA regulated firm, such as ourselves, before you transfer or cash in your pension to pay off your mortgage or not.

We specialise solely in defined benefit pension transfer and pension release.

We were established in 2007 so have many years of experience successfully helping 1000’s of individuals. Some of them we advised to transfer their pensions and some of them we advised to leave their pensions where they are and not transfer them.

So why not Get Started Today and receive your free Information Pack.

Get Started Today

Free Pension Transfer Guide & Initial Consultation

Free Pension Transfer Guide & Consultation

Complete the form below to receive your Free Pension Transfer Guide.

If you would like to find out if transferring or cashing in your pension is suitable for you, we can provide a free initial consultation known as abridged advice.

Simply return the enquiry form included in the guide and post it back in the free post envelope provided.

As part of the consultation we will look at:

  • What existing pension plans you have in place.
  • Whether you have the right type of pension to transfer.
  • What your plans are for retirement.
  • How much cash you can release.
  • Whether your existing pension remains the best fit for you.
  • The likely cost of more in-depth advice.

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Defined Benefit Pension Transfer Warning

Transferring away from a defined benefit pension scheme means you will lose valuable guarantees.

Taking benefits early will almost certainly reduce your pension income in retirement and is only suitable for a limited number of people and circumstances. This should not be seen as an easy option for raising cash.

If you release all your money from your pension early you will not have anything left to provide you with income in retirement.

When releasing cash from your pension, usually up to 25% is tax free, the balance is taxed at your marginal rate at the time and could change in the future.

Watch the FCA video explaining the expectations of financial advisers when advising you on defined benefit pension transfers.

Grove Pension Solutions Ltd is authorised and regulated by the Financial Conduct Authority (Reference number 465051).

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