Request a Valuation

What happens next?

  1. Request your pension report
    Fill in your details in the box below, click ‘Send Enquiry’. We will then send you a template ‘Letter of Authority’ by email.

    First Name *

    Last Name *

    Mobile *

    Your Email *

    Location*

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  2. Sign and return the ‘Letter of Authority’
    You can scan and email it to:- hello@expatsipp.com
  3. Making sure the pension advice is right for you
    On receipt of the Letter of Authority, ExpatSIPP will communicate with you to find out about your current situation, needs and requirements to ensure that you get the best possible advice.
  4. Await your pension report
    Having approached your existing pension providers and asked for the relevant information, it will enable us produce a pension transfer analysis report for you. We will send you your pension report within approximately two to six weeks. Some pension funds take longer than others to give evaluations.

Your personalized pension report will give you a comprehensive view on where you are with your pension, along with our pension recommendations on what you can do to make improvements, but only if improvements are required. It may be that you have your pension situation under control, in which case we will recommend that you do nothing.

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