Cross-Border Retirement Planning with GSB Ireland
After working and living in the UK for over a decade, Sarah returned to Ireland permanently in April 2024. One of Sarah’s main goals was to take control of her retirement planning and better align her UK pension with her financial future.
Having spent over ten years working in London, she had built up a defined contribution pension but was unsure how to manage it now that she was no longer a resident of the UK. Like many others in similar positions she wanted clarity and confidence in how her pension would support her retirement in Ireland. Seeking expert guidance, she turned to GSB Ireland.
With GSB’s pension planning expertise Sarah received a full review of her UK pension, including eligibility and other tax considerations. Following this, a UK pension transfer to Ireland using a Qualifying Recognised Overseas Pension Scheme (QROPS) was carried out to better align Sarah’s pension with future plnas.
A Clearer, More Aligned Outcome
With the UK pension transfer to Ireland now complete, Sarah has a pension that is fully aligned to her long-term financial plans. Her pension is now easier to manage and provides a clear view of how it will support her in retirement.
Sarah’s case highlights the power of aligning investment strategies, while also support a sustainable retirement income. With GSB Ireland’s guidance, Sarah is confident that her UK pension is working as part of a co-ordinated retirement plan in Ireland.
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