Pension transfer advice for UK expats and UK residents
AXIS Consultants
We help our clients make wise financial decisions when transferring their UK pensions overseas.
UK pension transfer advice on QROPS and SIPPs
QROPS and SIPPs provide an effective retirement planningvehicle for UK pension transfers. As an increasing number of people are now either working or retiring abroad, it is more important than ever to have a flexible retirement solution that will cater for your needs.
Offshore pension plans offer expats an alternative form of retirement planning. This type of flexible pension plan is ideally suited to mobile employees who have postings in different countries throughout their careers. One of the main attractions is that the individual can take the pension plan with them from one country to the next, and continue to pay into it.
Managing your pension is an ongoing challenge when living abroad. The highs and lows of stock-market movements offer many opportunities to investors; they also reinforce the need to be on guard at all times.
The role of the financial consultant is to help clients steer a steady course in an ever-changing environment.
Planning your retirement as an expatriate can be a challenging exercise. For clients seeking a UK pension transfer overseas, AXIS offer the following services:
Provide initial pension transfer advice
Arrange for the latest pension transfer value to be sent to you
Oversee the UK pension transfer process
About Des Cooney & Phil Loughton
Des is a Retirement Planning specialist with expertise in the use of QROPS and SIPPs for the transfer of UK pensions. LinkedIn
Phil Loughton is a Pensions expert with over 30 years experience in the financial services industry. His main speciality is the transfer of UK pensions overseas for expats. LinkedIn
Our job is to help you invest your pension fund wisely.
We have been working for over 25 years in the overseas pensions industry and have helped hundreds of expats with their retirement planning.
“Our offer is straightforward, unbiased and transparent. Our mission is to deliver customer satisfaction through the provision of sound investment advice.”
Where would you like to retire?
Some people do not know where they want to retire.
It is important therefore to tailor pension planning advice to an individual's circumstances. AXIS Consultants can help supply all the information you need to make this critical decision.
Wherever you decide to retire, your pension should take care of you!
What AXIS Consultants can do for you
Impartial and objective advice
AXIS Consultants are independent financial advisers. This means that the we are not tied to any one financial institution and their products.
Tailored tax advice
Financial planning should take into consideration the tax legislation of the country that you live in or intend to retire to. AXIS Consultants offer clients the benefits of their experience in dealing with cross-border tax issues.
Value for money
AXIS Consultants are qualified financial advisers with many years of experience. The fees/commission charged for our professional services are kept as low as possible.
Fulfilling customer needs
Our job is to help you select the most appropriate retirement vehicle for your needs. In order to achieve this we will make a full assessment of what your needs actually are.
“AXIS Consultants are great listeners and take into consideration each profile they work with. AXIS have proven their dedication and know-how in terms of my specific goals. It has been and remains to be a pleasure working with someone so available and able.” – Lisa Carucci
Hear what our Customers have to say
“AXIS Consultants have done a good job managing my portfolio over the last few years against the backdrop of a challenging investment environment. They are always available when I need to discuss my financial planning issues.”
Manus Sweeney
“I have had dealings with AXIS for 8 years on both a professional and personal level. They manage my financial affairs and have shown themselves to be able to think outside the box and recommend strategies others may well have missed.”
Jonathan Pearson
“Providing professional and friendly advice to the international community as a free service, AXIS Consultants reply swiftly and politely. It is a pleasure working with Des and Phil; we have had very positive feedback from service users.”
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