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  • Regulation

HMRC confirms overseas pension transfer advice requirement

Response to 2016 consultation

HMRC confirms overseas pension transfer advice requirement
  • Hannah Godfrey
  • Hannah Godfrey
  • @Hannah_Godfrey
  • 27 March 2018
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HM Revenue & Customs (HMRC) has confirmed it will maintain the requirement for savers giving up "safeguarded" benefits worth £30,000 or more transferring to an overseas pension scheme to take regulated advice from a UK-based adviser.

In 2016, the government issued a call to evidence on the advice requirement on overseas pension transfers, which ran from 30 September to 23 December. It received 52 responses, more than half of which...

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