A targeted Google and Meta campaign connecting UK expatriates in the United States with specialist cross-border pension advisers.
A UK financial advice firm specialising in international retirement planning wanted to reach British expatriates living in the United States who still held UK pension pots.
Many expats are unsure how their UK pensions should be managed once they relocate overseas, particularly due to complex cross-border tax considerations. The firm wanted to generate enquiries from expatriates seeking professional advice about their pension options.
British expats in the United States face unique challenges when managing UK pensions. Issues can include:
The challenge was identifying and reaching UK expatriates living in the US who were actively looking for professional advice.
Platinum Prospects built a multi-channel campaign combining Google Search demand capture with Meta demand generation.
Google campaigns targeted high-intent search terms related to UK pensions for expats. Meta advertising was used to reach British expatriates living in the US who may not yet have started searching but were likely to require pension advice.
Google Search campaigns targeting UK pension transfer and expat pension advice keywords
Meta advertising targeting British expatriates living in the United States
Educational content explaining UK pension considerations for expats
Dedicated FCA-compliant landing pages
Structured enquiry forms capturing key pension information
Automated lead delivery to the client advice team
This demonstrates how targeted digital campaigns can connect expatriates with advisers specialising in international retirement planning.
Google Search campaigns
Meta Ads targeted to expatriate audiences
Dedicated landing pages
CRM lead delivery and follow-up
International pension advice enquiries often require detailed consultations due to cross-border tax rules and regulatory considerations. As a result, prospects typically progress through an advice pipeline before proceeding with a pension transfer or consolidation strategy.
This campaign demonstrates how digital campaigns can reach niche international audiences and generate high-value retirement planning enquiries for specialist advisers. By combining search demand capture with targeted social media advertising, advisers can build a predictable pipeline of expatriate pension advice opportunities.
Platinum Prospects helps regulated financial firms generate compliant, high-intent enquiries through performance-driven digital campaigns.
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