UK Pension Transfers
The decision to transfer your UK pension benefits to the Australian Superannuation
system will be one of the major financial decisions you will make and could have
a significant effect on your lifestyle in retirement.
➤ The Pension Transfer Report
Collins House will provide a Pension Transfer Report free of charge. The report is designed to give you sufficient easy to understand information in order to make an informed decision.
The report will include:
- Type of UK pension
- Details including fund value, transfer value, current and estimated future benefits.
- Penalties imposed and benefits lost due to the transfer.
- A summary of the Australian and UK legislation including the rules in relation to transferring UK pensions to Australia.
- Estimated tax payable on transfer.
- Full disclosure of fees.
If you would like to discuss obtaining Independent
Financial & Investment Advice, or any of our other
Professional Services, please feel free to contact us.