Good reasons to transfer to Liberty
There are many advantages in transferring UK pension assets to Liberty.
Tax privileges for pension assets
- Tax-free transfer of pension assets
- No capital or income tax
- Pay-outs in cash are taxed once, at a low rate (not before the end of the ten-year time limit).
- Attractive inheritance tax rate for Swiss residents.
Minimise the currency risk
- UK pension funds invest pension assets mainly in GBP: as a result, non-UK residents who have to finance their living costs in other currencies have a foreign exchange risk.
- Liberty allows you to keep your pension assets in GBP or EUR for up to 10 years while waiting for exchange rates to recover.
Your pension assets can be managed individually
- Individual customised investment strategies in compliance with the legal investment guidelines.
- Full performance and fee transparency.
- Securities may be transferred to your private assets when you cash in your pension benefits.

