Demand for expat pension advice continues to increase

expat pension advice


With the average transfer values of defined benefit pension schemes continuing to rise and yet more politicking of the UK pension system, the unprecedented demand for quality expat pension advice looks set to continue increasing.

UK expats around the world are taking advantage of a combination of events that are seeing transfer values of up to 40 times their pension pots massively boosting their retirement funds. As a result Guardian Wealth Management have bolstered their pensions division with the hire of senior paraplanner Rebecca Ellis.

In keeping with GWM’s commitment to hiring experienced, qualified advisers, typically from the UK, Rebecca ticks all the right boxes.

Since leaving university with a first-class honors degree in Financial Services, Planning and Management, Rebecca has achieved Chartered Financial Planning status and is a fellow of the Personal Finance Society.

Rebecca joins a host of pensions advisers qualified to AF3 level and in addition to her day to day tasks, will play a vital role in providing ongoing training and support to all GWM regional offices.

Rebecca Ellis Guardian Wealth Management

Having learned her trade with a major Chartered planning firm in Manchester, Rebecca moved to the UAE in search of a new challenge at the beginning of the year.

On joining GWM, Rebecca said:

“ I’m very excited to be joining GWM at such an exciting stage of their growth. I’m looking forward to transferring my UK based knowledge and experience to the global marketplace"

Ask Rebecca a question

Protect your pension and secure a higher retirement income for you and your family

Download your FREE e-guide NOW and find out why some firms are offering members up to 40 times the value of their investment to transfer their pension and how this could benefit you. Plus discover...

  • What factors are causing transfer values to be the highest they may ever be
  • The benefits of flexible investing
  • Which jurisdictions are best for you
  • How to gain higher returns with lower risk
  • The importance seeking professional advice
  • Why you have a limited time to act

One in six private sector final salary schemes are at risk of failing*

Rebecca Ellis Gwm POST

Transfer values soar

UK expats around the world are taking advantage of a combination of events that are seeing transfer values up to 40% higher than one year ago (as reported in Citywire) massively boosting their retirement funds.


Transferring away from your final salary scheme hands control back to you allowing you to choose which currencies and locations to invest in and when to start drawing an income from your pension.
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The Importance of obtaining professional advice

Such an important decision should never be taken without receiving sound advice that considers all options and eventualities.

* Report carried out by Pensions Institute


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