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Transfer Starter Kit now.
Our licensed UK advisers are UK Pension Transfer Specialists and are recognised as leaders in their field.
We will identify and explain the issues that you need to consider as an Australian resident with a UK Pension Fund.
- Preparing a personalised report comparing a members’ benefits in their current UK scheme to an alternative arrangement
- Implementing specialist transfer strategies, including phased transfers for those with funds in excess of the Australian Transfer caps
- Recommending the new pension scheme (where licensed to do so) to receive the transfer
- Organising the necessary paperwork in order to complete a transfer
- Setting up the appropriate investment within the new scheme
- Ongoing investment management for funds in the UK in Australia, in the most appropriate currency for your circumstances.
- Arranging any benefits to be paid in the most tax efficient manner
We offer the above process, integrated with our global advice that is unique in market.