Considering Your UK Pension Options?

If you have moved to Australia and hold pension benefits in the UK, you may be considering what to do with them.

UK Pension Transfers to Australia: 7 Questions to Ask Before You Transfer

 

The right approach depends on the type of pension you hold, the benefits attached to it and your individual circumstances. A transfer may be appropriate for some people, while for others retaining their pension in the UK may provide the better outcome.

Our advice process is designed to help you understand your options before deciding what to do next.

1

We establish the type of UK pension you hold and identify the benefits, guarantees and options available to you.

2

We determine whether your pension can be transferred and consider the relevant UK pension and Australian superannuation requirements.

3

We consider the advantages and disadvantages of transferring your pension to Australia compared with retaining your existing UK benefits.

4

Where a transfer is recommended and you choose to proceed, we help coordinate the relevant UK and Australian requirements through to implementation.

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The information on this website is of a general nature. It does not take your specific needs or circumstances into consideration. You should look at your own financial position, objectives, and requirements and seek financial advice before making any financial decisions.