I initially contacted Alexander Peter in early 2024 with a view to moving my pension somewhere else where it would perform better for someone like me who lives overseas. I originally dealt with Gerald but now that he has left for pastures new I am dealing with Jeff White, who has been remarkably open and honest in the couple of web meetings I have had with him. Throughout this period Paula Morris has also been supporting me and has been relentless in her efforts to get my rather useless and incompetent pension provider (and it was one of the biggest ones in the UK) to get their act together so that the transfer could take place. After submitting a complaint about their lack of activity they finally got themselves sorted out and the trannsfer is due to take place very soon. I also received some compensation for the time it has taken them to get things arranged, so thanks Paula! All the time I have been kept informed by Paula and Jeff about what is happening. It has been a pleasure to deal with Paula and Jeff and I look forward to our regular meetings once the transfer has taken place.
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Providing specialist advice to British expats living around the world. Tax efficient and tax compliant solutions for those living within the EU.
