|Determine your current situation
||Your financial advisor will work out your financial situation by looking at your income, savings, living expenses and pension situation.
|Develop financial goals
||Your financial advisor will help you to plot out your end-goal with clear timeframes. Once you know where you want to go, it’s a lot easier to plan how to get there.
||Every financial decision carries a consequence. Your financial adviser will help you evaluate any risks with particular financial investments and arrive at the right one for you.
|Start the process and apply for QROPS
||If you decide that a QROPS is right for you, your financial advisor will help you with all the necessary administration. Your money should be offshore, where you want it, within two to three months.
|On-Going Support and Advice
||Your adviser will keep you up-to-date on a monthly basis with how your QROPS are progressing towards reaching your agreed financial goals.