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Request a free introduction to a trusted pensions and retirement expert

Gain expert guidance to help you better plan for your retirement, with pensions advice tailored specifically to you. Request a free introduction and we’ll connect you to one of our trusted independent pensions experts.

Simply fill in the short form below to give us a better understanding of your circumstances and the help you may need. We’ll use this information to connect you to the most suitable pensions and retirement expert in our network.

Helping you make smart choices for a better life at home and abroad

  • Your situation
  • Pension details
  • Contact details
  • Request completed

To request an introduction, please provide details about the assistance you are seeking

Request a free introduction to a trusted pensions and retirement expert - specialist advice

Specialist pensions advice

Our independent experts are qualified to assist with the nuances of the unique pensions and retirement planning considerations for people living abroad.

Whatever your requirements, our experts will be able to help.

Request a free introduction to a trusted pensions and retirement expert - what you get

Claim your free consultation

Our hand selected independent pensions expert will offer an initial free consultation lasting around 15 minutes to provide trustworthy answers to your general questions.

If you need further assistance, a more detailed discussion will take place incorporating a fact-find and risk assessments.

Request a free introduction to a trusted pensions and retirement expert - trusted advice

Tailored advice you can trust

All of the experts in our network are selected through a rigorous selection process and are hand selected based on the information you provide.

No automation, no robots, no algorithms. Just tailored advice you can trust. 

Additional services following the initial discussion.

Once your introduction has been made, the selected partner will contact you to arrange an initial discussion and may ask additional questions to establish your situation. The discussion will last around 15 minutes and be conducted via phone or email and will provide you with general guidance and answer basic questions relating to your situation.

Following your initial discussion, if you feel you need formal advice or services the specialist will explain all potential charges and services so that you can decide whether to proceed based on what works for you.

There is no sales push and you are under no obligation to follow up with any paid services if you feel they are not required.

Experts for Expats has been featured in...

23% of British expats set to sell UK property - 23% of British expats set to sell UK property - click to see article
BBC Breakfast - Expats in Cyprus having issues with UK bank accounts - click to see article
Are you a British expat whose bank account is being closed due to Brexit? Here's what's happening and what you can do about it - Are you a British expat whose bank account is being closed due to Brexit? Here's what's happening and what you can do about it - click to see article
The Times - Thousands of retiring Britons vote for Brexodus - click to see article
Saga - Want to retire in the EU? What could the future hold for you? - click to see article
Telegraph - Retiring Abroad Article - We wanted one more adventure’ – the Britons who retired to their favourite holiday destinations - click to see article

Testimonials

What expats say about our experts

I was very impressed with the speed and quality of the communication and the amount of information I got in a 30-min consultation. There was no undue pressure on me to buy anything, and it was nice to be able to talk to someone who understood both the UK and US markets. I think this would be an excellent service for anyone with substantial pension pots, is unsure about leaving their money where it is or to transfer it to where they now live, and is looking for either just advice and help with admin or wants a full service. 

Helen C.

Pension transfer introduction in United States

Contact was fast. Initial consultation was informative and helpful. The consultant was very personable, listened to my questions and was thoughtful and thorough in his responses. In a forum such as this, the consultant must convince the client that they are trustworthy and knowledgeable; The consultant I spoke with did that!

Lucy P.

Pensions introduction in United States

We needed guidance in transferring our UK pensions into a SIPP. Very difficult to find unbiased information from google searches and it was gratifying to be referred to an expert via Experts for Expats. Very useful and clear help both on the website and from the consultation we had.

Mike H.

Pensions introduction in United States

I was extremely dubious and cautious going into this process. I have two pension pots in the UK that l have been trying to consolidate and rebalance for over a year with nothing but stalling and red tape from the two companies in the UK.

In desperation l followed up a lead from Google. I am glad l did. I will now be able to manage MY money from the US with an engaged and informative partner, instead of dealing with people who have zero interest in growing my accounts.

It’s a big relief and l look forward to developing this relationship wrt the rest of my retirement planning as part of my portfolio. Thanks so much for your help and referral. This is a legitimate organization with the expertise and support expats need.

Joanne E.

Pensions introduction in United States

I found the session with the consultant to be very helpful in that it helped allay any concerns I had around my choice to manage my pension post-Brexit. I really valued the opportunity to be able to discuss what I was planning with an someone who could give an independent perspective.

Carl P.

Pensions and Brexit introduction in Spain

The speed of response, the overall professionalism of the consultant and the ease with which business was conducted.

Philip H.

Pensions introduction in Georgia

Very good advice, very professional and knew the subject matter in depth.

Ian M.

Pensions introduction in United States

The consultant was exceptional, very comprehensive and clear.

Richard B.

Pensions introduction in Canada