Looking to transfer your UK pension?

If you’re a UK expat who has moved overseas, either to Australia or elsewhere in the world, you may want to consider exploring the feasibility of transferring your UK pension to your country of residence. We’re experts in providing pension transfer services for UK pension members living overseas.

We’re Pension Transfer Specialists

Pension transfers are a complex business, with various tax regimes around the world and the ever-changing UK pension legislation governing pension transfers overseas. It’s therefore essential to have an expert hand to guide you once we have determined whether a pension transfer is the right option for you.

Specialising in overseas pension transfers and global QROPS (Qualifying Recognised Overseas Pension Scheme), we will ensure you have a smooth transition, protecting your income and maximising any pension benefits. As we’re also able to advise on Defined Benefit (DB) pensions, we can act as an effective ‘one stop shop’.

We’ve advised clients in over 80 countries, and are often employed by other financial advising companies to provide our pension transfer expertise to their clients. We have consulted with and are regularly health checked by the Financial Conduct Authority ensuring our advice is high quality and client focused at all times.

Here’s how we’ll help

Pension transfer advice for people moving to Australia

We can provide advice tailored specifically to UK pension members living in or moving to Australia. This includes strategies for clients with funds over the Australian non-concessional contributions caps, clients who are under the age of 55 or clients that require an Australian Self-managed Superfund to be established as a QROPS. We can also establish a retail QROPS fund.

Pension transfer advice for people with USA connections

We can recommend FATCA reporting investments suitable for UK pension members with US connections, as well as US portfolios for clients living in the US.

UK to UK pension transfers

In addition to our overseas expertise, we also specialise in UK to UK pension transfer advice, for those who are looking to transfer their pension to another registered UK scheme.

Support with legislation

It can be hard to stay on top of ever-evolving legislation. We can develop solutions for our clients when such changes do occur, such as the Overseas Transfers Charge, effecting transfers to QROPS. We can also advise on contract-based schemes to fit in with local tax laws for the country in which you’re living.

Looking to transfer your UK pension to Australia?

It’s important to get expert advice to help you make the right decisions about your pension.

We’re here to help you.

We’re widely recognised as the leading specialists in UK pension transfer to Australia. As a dual licensed financial planning firm, proudly holding the prestigious Chartered Status in the UK, we are uniquely positioned to provide advice that encompasses both countries.

Book your FREE initial consultation today, to learn how we can help you thrive in your new life.

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