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

PCLS after age 75: Addressing a common misconception

PCLS after age 75: Addressing a common misconception

Pension legislation does not impose an upper age limit on the payment of PCLS

Caitlin Southall
clock 14 August 2026 • 4 min read
The AI ship has sailed and pension providers are still sitting on the shore

The AI ship has sailed and pension providers are still sitting on the shore

'The AI interface has arrived'

Jonathan Lister Parsons
clock 13 August 2026 • 6 min read
CRM integration project highlights AI-powered innovation potential

CRM integration project highlights AI-powered innovation potential

Project reflects a broader shift in adviser technology

Joe Power
clock 04 August 2026 • 3 min read