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Request a free introduction to a trusted pensions and retirement expert

Gain expert guidance to help you better plan for your retirement, with pensions advice tailored specifically to you. Request a free introduction and we’ll connect you to one of our trusted independent pensions experts.

Simply fill in the short form below to give us a better understanding of your circumstances and the help you may need. We’ll use this information to connect you to the most suitable pensions and retirement expert in our network.

Helping you make smart choices for a better life at home and abroad

  • Your situation
  • Pension details
  • Contact details
  • Request completed

To request an introduction, please provide details about the assistance you are seeking

Request a free introduction to a trusted pensions and retirement expert - specialist advice

Specialist pensions advice

Our independent experts are qualified to assist with the nuances of the unique pensions and retirement planning considerations for people living abroad.

Whatever your requirements, our experts will be able to help.

Request a free introduction to a trusted pensions and retirement expert - what you get

Claim your free consultation

Our hand selected independent pensions expert will offer an initial free consultation lasting around 15 minutes to provide trustworthy answers to your general questions.

If you need further assistance, a more detailed discussion will take place incorporating a fact-find and risk assessments.

Request a free introduction to a trusted pensions and retirement expert - trusted advice

Tailored advice you can trust

All of the experts in our network are selected through a rigorous selection process and are hand selected based on the information you provide.

No automation, no robots, no algorithms. Just tailored advice you can trust. 

What's included in your free introduction.

Once your introduction has been made, you will be invited to arrange a short discovery call to discuss your situations and answer some general questions. The call will last no more than 15 minutes and will be conducted via Zoom, Teams, WhatsApp or email - whichever is more convenient.

Please be aware that this discovery call will not provide you with free advice, but it will enable you to understand the services on offer and establish whether you would like to work with our partner in a formal capacity. It will also enable you to have some general questions answered, but nothing specific about your particular situation.

Following your discovery call, our partner will provide you with a proposal and fee quotation so that you can decide whether to proceed with formal services.

There is no sales push and you are under no obligation to proceed with any services.

Experts for Expats has been featured in...

23% of British expats set to sell UK property - 23% of British expats set to sell UK property - click to see article
The Times - Thousands of retiring Britons vote for Brexodus - click to see article
As a UK property seller living abroad am I liable for ‘sneaky stealth taxes’ such as CGT? - As a UK property seller living abroad am I liable for ‘sneaky stealth taxes’ such as CGT? - click to see article
Are you a British expat whose bank account is being closed due to Brexit? Here's what's happening and what you can do about it - Are you a British expat whose bank account is being closed due to Brexit? Here's what's happening and what you can do about it - click to see article
Saga - Want to retire in the EU? What could the future hold for you? - click to see article
Telegraph - Retiring Abroad Article - We wanted one more adventure’ – the Britons who retired to their favourite holiday destinations - click to see article

Testimonials

What expats say about our experts

I was very impressed with the speed and quality of the communication and the amount of information I got in a 30-min consultation. There was no undue pressure on me to buy anything, and it was nice to be able to talk to someone who understood both the UK and US markets. I think this would be an excellent service for anyone with substantial pension pots, is unsure about leaving their money where it is or to transfer it to where they now live, and is looking for either just advice and help with admin or wants a full service. 

Helen C.

Pension transfer introduction in United States

I was extremely dubious and cautious going into this process. I have two pension pots in the UK that l have been trying to consolidate and rebalance for over a year with nothing but stalling and red tape from the two companies in the UK.

In desperation l followed up a lead from Google. I am glad l did. I will now be able to manage MY money from the US with an engaged and informative partner, instead of dealing with people who have zero interest in growing my accounts.

It’s a big relief and l look forward to developing this relationship wrt the rest of my retirement planning as part of my portfolio. Thanks so much for your help and referral. This is a legitimate organization with the expertise and support expats need.

Joanne E.

Pensions introduction in United States

Although my personal situation and circumstances are a bit complicated Alan was very professional and took the time to understand the various issues and concerns. He's come back with some things for me to consider after which I'll make some decisions about how to proceed.

Gordon. H

Pensions, SIPP introduction in Canada

Moving to a new country with all the different tax / pension rules can be daunting. Not only do I now understand our options but also that we are in a much better position for our retirement than we thought we were. A big relief. Thank you. 

Jeremy, G.

Pension transfer, Retirement planning introduction in United States

We needed guidance in transferring our UK pensions into a SIPP. Very difficult to find unbiased information from google searches and it was gratifying to be referred to an expert via Experts for Expats. Very useful and clear help both on the website and from the consultation we had.

Mike H.

Pensions introduction in United States

Very good advice, very professional and knew the subject matter in depth.

Ian M.

Pensions introduction in United States

The consultant was exceptional, very comprehensive and clear.

Richard B.

Pensions introduction in Canada

Experts for Expats is an excellent service when looking for a professional. I have contacted them twice and it has proved an excellent help. Robert Hallums is very quick to reply to introduce the professionals.

Maria S.

Pensions introduction in United Kingdom