Mr. Srinivasan had worked for over a decade in the Channel Islands, a jurisdiction close to the UK, where he built his retirement corpus under the Merrill Lynch Offshore Pension Plan. Upon his return to India, he sought to consolidate his UK Pension Transfer benefits in India for ease of access, better control, and long-term retirement planning.
Our Role:
Our team at QROPS Direct guided Mr. Srinivasan through the end-to-end process.
- Obtained the transfer application forms directly from Merrill Lynch.
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Completed the required documentation, ensuring full compliance with both UK Pension Transfer regulations.
- Liaised with the fund house in the Channel Islands for submission, clarifications, and procedural updates.
- Closely followed up with all parties involved to ensure there were no delays or administrative gaps.
Outcome:
The pension funds were successfully transferred to India, and a compliant pension policy was issued in Mr. Srinivasan’s name under a registered insurance provider in India. The entire process was completed with transparency, accuracy, and within the expected timeline.