Client Name: Mr. Sharma (Name changed for privacy)
Fund House: Scottish Widows Pension Scheme (UK)
Background:
Mr. Sharma, a senior corporate executive, had spent many years working in the United Kingdom and had accumulated his retirement savings through the Scottish Widows Pension Scheme. Upon turning 60, he returned to India with a clear objective: to consolidate and manage his retirement corpus within India for convenience, regulatory clarity, and future planning.
Our Role:
QROPS Direct was approached to facilitate this high-value pension transfer. Given Mr. Sharma’s age and executive background, the process demanded speed, accuracy, and complete end-to-end service. Our team:
• Evaluated the pension scheme under QROPS guidelines to ensure transfer eligibility.
• Coordinated directly with Scottish Widows to obtain the required transfer documents.
• Completed all documentation with strict adherence to timelines and compliance norms.
• Provided one-on-one advisory on choosing the right pension plan in India post-transfer.
• Liaised with both UK and Indian institutions to ensure fast processing without any regulatory or procedural delays.
Outcome:
In less than 30 days, the pension funds were successfully transferred to India, and a compliant Indian pension policy was issued in Mr. Sharma’s name. He appreciated the seamless, end-to-end support and expressed satisfaction at how professionally and efficiently the entire transfer was executed.