deVere Group is one of the world’s leading independent financial advisories, with more than $12bn USD under advice and administration.
It specialises in providing UK pension advice and management on an ongoing basis.
deVere Group is a leader in providing ongoing service management for transferred UK pensions. Included in this category are QROPS (qualified recognised overseas pension schemes), QNUPS (A Qualifying Non-UK Pension Scheme) and SIPPs (self-invested personal pensions).
Transferred pensions generally offer greater drawdown flexibility, a wider selection of investment options, tax efficiency and simplified estate planning.
However, once pensions are transferred, they require ongoing service management to produce the best results for holders. This is especially true during volatile market conditions, as have been experienced in 2020 and 2022.
It is recommended that transferred pensions are reviewed once per quarter with a financial adviser to ensure they are appropriately balanced and remain in line with the retirement objectives of the holder.
deVere’s Global Client Services department provides industry-leading ongoing pension service management.