Synergi Investment — UK Pension Diagnostic
🛡 ARIF Licensed · FINMA Supervised 🔒 GDPR Compliant 20+ years helping British expats in Switzerland

Is your UK pension protected
while you live in Switzerland?

Most British expats don't realise their pension is losing real value every year. We help you understand your options — with no sales pressure and no obligation.

  • ⚠UK pension funds left untouched can face unexpected tax charges under Swiss residency rules
  • ⚠Switzerland's 3-level tax system creates complexity most advisers outside Switzerland overlook
  • ⚠Without a reviewed strategy, the right QROPS or SIPP decision can be missed
UK Pension Diagnostic — complimentary 30-minute review

One of our ARIF-regulated advisers will review your current pension position and give you a clear, honest picture of your options.

⏳ 6 diagnostic sessions available this month — 2 slots remaining

We ask you to type your details manually — no auto-fill. No spam, ever.

20+years expat planning
ARIFFINMA-supervised licence
£0cost for the diagnostic

Before we book your session

4 quick questions to make sure the diagnostic is the right fit.

Step 1 of 4
Where are you currently based?
Zurich
Geneva
Zug / Basel / Bern
Other Swiss canton
Outside Switzerland
Step 2 of 4
Do you have a UK pension fund?
Yes — defined benefit scheme
Yes — defined contribution pension
Yes — but I'm not sure of the type
No UK pension
Step 3 of 4
Approximate total value of your UK pension?
Under £50,000
£50,000 – £150,000
£150,000 – £500,000
Over £500,000
Prefer not to say
Step 4 of 4
Your contact details
✓

You're eligible for a complimentary diagnostic

Based on your answers, a 30-minute UK Pension Diagnostic is a strong fit.

📘

Not sure you're a fit? Let's find out.

Based on your answers, the UK Pension Diagnostic may not be the most suitable service for your situation. However, many clients still benefit from speaking with one of our advisers about retirement planning, wealth management, tax planning, or other financial matters in Switzerland.

Download Free Guide

We're Switzerland-focused for now

If you're planning to relocate to Switzerland, drop us a note at info@synergi-investment.ch

High-Net-Worth Expat