The pension remains regulated by the FCA in the UK. However, investment advice is regulated according to where the client is resident. For Czech residents, this means the advice must be provided by a firm authorised to provide investment advice under Czech and wider EU regulation.
For a British retiree relocating to the Czech Republic — especially as part of a couple, where the exemption may apply per person — a meaningful chunk of retirement income can arrive with no Czech tax liability at all, on top of favourable UK treatment.
The best financial advice for an individual may be to not transfer a pension. The job is to exercise judgement, not complete transactions.
A recent article about pensions, both Czech and foreign, in expats.cz includes professional advice from Chris Lean, Chief Investment Officer, Aisa International CZ.
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