Transfer Phase Breakdown
1
Phase 1: Assessment (Week 1-2)
Eligibility verification and gathering initial UK pension details.
- check_small Initial consultation and eligibility check
- check_small Collection of personal and pension documents
- check_small CETV (Cash Equivalent Transfer Value) request
2
Phase 2: Authorization (Week 3-14)
The longest phase where UK schemes verify the transfer with HMRC.
- check_small UK provider due diligence
- check_small HMRC recognition verification
- check_small Discharge forms and final approvals
3
Phase 3: Settlement (Week 15-16)
Final international fund transfer and account activation.
- check_small Currency conversion and wire transfer
- check_small Funds received in Indian QROPS account
- check_small Welcome kit and investment options briefing
warning Factors That Can Delay Your Transfer
- circle Incomplete or incorrect documentation
- circle UK provider's internal processing times
- circle Additional compliance checks for large transfers
- circle Bank holidays in UK or India
Want to Speed Up Your Transfer?
Our dedicated transfer desk handles all the follow-ups with UK schemes to ensure your timeline stays on track. We've perfected the process to minimize delays.
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