HomeHow It Works
How It Works
Clarity at every step. Confidence at every stage
1
Discovery Call
We assess your UK pension scheme, transfer eligibility and financial goals.
2
Personalised Transfer Strategy
You receive a personalised recommendation aligned to your retirement objectives and HMRC QROPS compliance requirements.
3
Paperwork & Documentation
We handle all HMRC compliant transfer forms and documentation.
4
Sending documents to the UK
We coordinate directly with your UK pension provider submitting all the required transfer forms on your behalf.
5
Successful Transfer
Your pension funds are transferred into a QROPS compliant Indian scheme legally, tax efficiently and fully HMRC approved.
6
Yearly Review
We will review your scheme performance year on year and keep you updated.
Most transfers are completed within 8 to 12 weeks.
