UK and Australian Pension Expertise

The UK Pension Experts brings together UK pension experts in Australia and UK-regulated pension professionals to help people understand complex cross-border retirement decisions.

Our UK pension experts in Australia work alongside UK-regulated pension professionals, combining knowledge of UK pension arrangements with Australian superannuation and financial planning requirements.

This cross-border approach allows UK pension issues and Australian retirement planning to be considered together rather than in isolation.

Specialist UK–Australia Knowledge

Our work focuses on the interaction between UK pensions and the Australian retirement system. This can include Defined Benefit and Defined Contribution pensions, transfer eligibility, Australian ROPS requirements, UK and Australian taxation considerations, retained UK pensions and broader retirement planning.

Whether a pension should be transferred is a separate question from whether it can be transferred. Our approach begins by understanding the existing pension, its benefits and guarantees, and the client’s longer-term objectives.

The Expert Group of Companies includes Expert Pensions Advice LLP in the UK and Expert Pensions Advice Australia Pty Ltd in Australia.

Expert Pensions Advice LLP is authorised and regulated by the Financial Conduct Authority (FCA) under reference number 746548. Registered in Northern Ireland as a Limited Liability Partnership. Registration Number NC1204. Registered Address: Studio 3, Strand Studios, 150 Holywood Road, Belfast, BT4 1NY. Trading address: 71 Glenwood Drive, Armadale, Bathgate, West Lothian, Scotland. EH48 3RQ.

Expert Pensions Advice Australia Pty Ltd and its advisers are Authorised Representatives of TWD Licensee Services Pty Ltd ABN 88 605 064 480.

The ‘UK Pension Experts’ is the trading name of Expert Pensions Advice Australia Pty Ltd.