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  • Specialized in
    UK Pension Transfers
    to Canada

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  • Over 30 years of combined experience in both the
    UK & Canadian
    financial services industry

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The Process

We have simplified the UK pension transfer process for our clients into three easy steps. From start to finish, we are here to help walk you through every step. Contact us today to learn more or to get started.

Step 1 – Introductory Call/Meeting

If you have moved to Canada permanently and have either a personal or company pension that you wish to transfer to Canada, contact us for an introductory phone call.

We will chat briefly to determine if it is beneficial to transfer your pension to Canada. If it is, we will send you our “Request for Information” form so that we can start working on your behalf to request the relevant information from your UK Pension provider.

Step 2 – Request for Information

Once we have both agreed that it is in your best interest to transfer your UK pension to Canada we will send authority letters to your UK pension provider to request up to date transfer values and the relevant forms needed to be able to transfer the pension funds to Canada.

Step 3 – Completing the Pension Transfer

Once the paperwork is received, and you are happy to proceed, we will then arrange a time to meet to complete the relevant paperwork. Sterling Advisory is happy to meet wherever is convenient for you.

We then liaise directly with your UK pension provider to make sure the transfer proceeds smoothly and the funds are received directly into your Canadian RRSP.

You can feel confident in the knowledge that since 2008 Sterling Advisory has helped clients transfer over $120 million of their UK pension funds to Canada.

Contact us to get started