Overseas pension transfers: How recent rule changes impact recent and future advice

clock • 3 min read

Daniel Bosiacki looks at recent rule changes that affect overseas pension transfer advice...

HM Revenue & Customs (HMRC) statistics released in August confirmed that following a period of general malaise, more expats were once again taking their UK pensions abroad. Differing views will be held on the factors that drove previous behaviour, the motives behind the change in trend and the outlook for the short to medium term. What is up for less debate, however, is how recent rule changes may shape your recommendations going forward. Before we get stuck into the landscape today let's look back to the beginning of the latest significant reforms, starting with the removal of the li...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Pensions

What is Reform UK's stance on pensions?

What is Reform UK's stance on pensions?

Reform UK recently held its 2025 conference at the NEC in Birmingham

Professional Adviser
clock 08 September 2025 • 5 min read
'A challenge that must be faced': Closing the gender pension gap

'A challenge that must be faced': Closing the gender pension gap

Latest DWP gender pension gap figures make 'uncomfortable reading'

Caitlin Southall
clock 05 September 2025 • 4 min read
Reeves to consider £2bn raid on tax-free pension lump sum

Reeves to consider £2bn raid on tax-free pension lump sum

Telegraph reports PCLS cut could help plug £50bn public finances hole

Jonathan Stapleton
clock 21 August 2025 • 3 min read