The knowledge and control of retirement savings will
provide security for your future
In 2006 the UK made many changes to pension legislation. One of the changes was the confirmation that UK pensions could be transferred abroad provided that the individual had left the UK on a permanent basis and the receiving pension scheme had been registered in the UK as a Qualifying Recognised Overseas Pension Scheme (QROPS).
In 2015 the UK Government suspended all pension transfers to Australia, with the exception of pensions relating to those who are aged 55 and over.
Advice on an alternative is available for those clients aged under 55 who desire increased control of the investments within their pension and require the protection of high transfer values together with the preparation for a future transfer to Australia.
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Testimonials
Peter Almond efficiently and carefully guided myself and my wife through the processes for transferring a UK pension into an Australian superfund, taking care of all the bureaucracy. This was unknown territory for us, but it has proved to have been a really worthwhile exercise, and, thanks to Peter, a painless one.