4 thoughts on “UK Employer Pension (Account Options)

  1. Hi, would you be able to expand this to include the interactions with defined benefit plans? Most of this seems to apply only to defined contribution plans, unless I’m not understanding it correctly.

    Thanks for all your hard work documenting this! It helps immensely.


    1. Yes, my focus has been on defined contribution plans – mostly because that’s what I have, so I’m not terribly familiar with the intricacies of defined benefit. It’s on my list to expand to defined benefit at some point, but the basic point is the same – they’re fully recognized by the US/UK tax treaty and almost certainly your first stop for investing. DB also is treated favourably from a Lifetime Allowance perspective.


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