For expat clients, managing retirement savings across borders can be complex, especially when currency exposure and FX costs come into play. At MES Pensions, we’ve designed our SIPP to meet the needs of globally mobile individuals by offering multi-currency cash accounts in Sterling, US Dollars, Euros, and Australian Dollars to align with our target market. This allows your clients to hold their pension funds in the currency that best suits their lifestyle and jurisdiction. Whether they’re drawing income abroad or investing internationally, our multi-currency accounts provide the flexibility and control needed to minimise unnecessary conversions and maximise value.
FX Control with Spot and Limit Orders: A Game-Changer for Advisers
Financial Advisers working with international clients need tools that offer precision and efficiency. MES Pensions delivers just that with our FX transaction capabilities directly on the MES Platform, including Spot and Limit Orders. Advisers can select a desired exchange rate for their clients, helping to optimise timing and reduce currency risk. We also support same-currency settlement on investments so if a client holds a USD-denominated ETF, the proceeds can be settled directly into their USD cash account. This removes FX risk entirely and ensures smoother, more predictable investment outcomes.
MES Pensions: Designed for the Global Retirement Journey
What sets MES Pensions apart is our commitment to removing friction from international pension management. We can process both lump sum and regular income payments directly from any of our multi-currency cash accounts, eliminating unnecessary double FX conversions leaving your clients out of pocket. This level of flexibility is rare in the international SIPP market and reflects our deep understanding of the challenges faced by expat clients and their advisers. At MES Pensions, we don’t just offer multi-currency functionality, we’ve built it into the core of our service for globally minded retirement solutions.
