UK Pensioin Transfer Process

Our goal is to make every client's transfer process as seamless and worry free as possible. Our wealth of experience enables us to execute each transfer in a timely, efficient manner. You will find an explanation of your role the process below.

 

Call UK2Canada CPT or visit our SW Ontario Office
for your no cost and no obligation assessment.
It will reveal the likelihood and timing of a successful transfer

If you decide to proceed…

    

We will guide you through
the completion of some
simple forms at our office
or your home/work place

We will email or fax you
the forms and assist you
in completing them
via telephone

A request for a Transfer Value Quotation is sent
to your UK Pension Arrangement on your behalf

After the transfer valuation is received a further
meeting to fully explain your options will be
arranged with you at our office or your home/work place