Pension 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 in 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.

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If you decide to proceed…

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We will guide you through the completion of some simple forms at our office or via telephone.

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

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

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After the transfer valuation is received a further meeting to fully explain your options will be arranged with you at our office or via telephone.