What do we need to take re our pensions.

[Chardy]

Just wondering what info we need to take to Oz with us so we can transfer our pensions later ?
I have a private one that is currently not being paid into and a work one.
My wife has a work one from some 10 years ago (before kids) which has also not been paid into for that time.
And of course there is the state pensions ???

[Andrew Williams]

Just wondering what info we need to take to Oz with us so we can transfer our pensions later ?
I have a private one that is currently not being paid into and a work one.
My wife has a work one from some 10 years ago (before kids) which has also not been paid into for that time.
And of course there is the state pensions ???

Hey Chardy


Just keep your latest statements that you receive from your Pension providers.

When you get to Oz, ensure that you contact them and update your address details each time you move.

HMRC can also be contacted regarding your State Pensions and you can provide new address details.

Once you are settled in Australia and it is your intention to remain then look into or take advice on the potential of transferring your UK Pensions to Australia and topping up your UK State Pension (if necessary).


Regards

Andy