Transfer your SA pension to a UK pension
South Africans living abroad are not always aware of the benefits available to them through transferring their pension offshore. As we are taught not to touch our retirement savings, we tend to view it as a mistake to touch our policies. But as a South African living in the UK, you could stand to benefit greatly by reinvesting the proceeds of your pension in a British pension.
The proceeds can be used for any purpose
The proceeds can be used for any purpose. However the UK specifically offers you a very attractive, alternative option; you can transfer the proceeds of your South African pension into a UK pension and enjoy these benefits:
- potential increase in value
- consolidation of pension into a single, hard currency
- more flexibility at retirement age
- lower fees
- income in retirement is tax free if you return to South Africa
It all starts with a free, no obligation assessment process.
- Step 1: complete our online enquiry form
- Step 2: get your personal online report with all the facts and figures
- Step 3: have your one to one consultation with a financial planner
- Step 4: receive your fixed quote to complete the transfer
If you engage our services to move your money there’s no up-front payment required – you pay us, from your policy proceeds, only when we have successfully delivered the service.
Discover how to make this happen
Whether you decide to effect a pension transfer or simply want the funds in the UK, talk to us today and discover how to make it happen.
We can also help with other pension products in South Africa, such as preservation funds and all types of insurance policies that have a cash component.
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I recently had a great experience with CashKows and the transfer of my SA retirement annuities to Ireland. CashKows also offered to submit a closing tax return to SARS.Mike Louw