Spain has become a popular destination for Brits looking for a nicer, and warmer lifestyle.
While some wait until retirement age before making the move, many go at a much younger age. However quite often they leave behind a series of financial products such as pension savings plans. For many this can be an important and valuable assets, providing an income in retirement and in some cases allowing people to achieve some financial goals in their mid fifties.
The problem is how do you get the information you need and then take the necessary action when you are many miles from home. That is where we come in . . . .
We can deal with you by email and telephone and when the time comes to take action we will do most of the liaison and form filling for you. We then send you all the relevant paperwork so you can check it and make sure you are happy with it. All you then have to do is sign the appropriate forms and return them to us. We take care of everything else.
A full range of pension planning options are available to you. You may qualify for an impaired annuity, if so we can get you quotes from those providers offering enhanced annuity rates either due to impaired medical circumstances or simply because you are a smoker. If you are a regular drinker of Rioja, San Miguel or many of the other drinks of your adopted country, that may also qualify you for an enhanced annuity.
You may have reached the point where you don’t need a regular income but would benefit from taking a Tax Free lump sum from your pension. We can help you obtain a pension lump sum, as well as work with you over the longer term to ensure that the remaining fund is managed in line with your attitude to risk.
You may have simply reached the stage where you are in excellent health, enjoying your home in Spain and now wish to receive a regular annuity from your pension.
Whatever your circumstances we can help you. We do all the administration work for you and keep you informed of progress every step of the way. We have the regulatory permission to deal with UK customers in Spain.