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Topic: Help - UK Employer pension provider change????  (Read 843 times)

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Help - UK Employer pension provider change????
« on: October 15, 2019, 12:05:12 PM »
I have a question I was wondering if any expats have had occur to them?

When your old UK employer changes pension provider and transfers your pension to the new provider automatically. Due to this being an administrative/employer change am I correct in saying this transfer is NOT creating a "grantor trust" which would require that 3250 paper work carry on ...right?

My assumption was that as it is employer based and is still in a company retirement plan under the new provider.

 spoke to another user who noted that if occurred to them and to only update the pension provider name on future 8938/FBARs when applicable which sounds right.

I was wondering if any other members had experience or insight into this?
« Last Edit: October 17, 2019, 04:37:50 PM by Arod13 »


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Re: Help - UK Employer pension provider change????
« Reply #1 on: October 18, 2019, 12:07:27 PM »
Any advice/feedback on this one is appreciated  :)

I know it's a bit of an odd scenario, I believe what the other user advised is correct and seems logical.


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