NON-U.S. PENSIONS

You may be a U.S. connected person who is accruing or has accrued pension funds in the country you are currently living. Due to your U.S. citizenship, many European pension providers will not want to deal with you at retirement. This makes accessing benefits very challenging. We assist you with “at-retirement” pension planning by providing fully flexible and defined benefit/final salary pension advice either in the European you are in or after you return to the U.S. We also deliver currency solutions within European pension plans where the underlying funds can be held and invested in USD, Euro, or GBP with transfers between any of these currencies at a time of your choosing to mitigate currency risks.