Vista Financial Services Expert Advice on UK Pensions Transfers to Australian Superannuation

VISTA FINANCIAL SERVICES – EXPERT UK PENSION TRANSFER ADVICE

Andrew Williams

Andrew is a UK Expat who migrated to Australia in November 2007 and qualified as an Australian Financial Adviser and Mortgage Advisor in March 2008.

Andrew opened Vista Financial Services in February 2009 and has since helped countless Expats transfer their UK Pensions, purchase their first Australian homes and arrange and implement their financial planning affairs.

Andrew has been a member of Poms in Oz since May 2008 and has assisted many Poms in Oz members either directly as clients or just through his many helpful and informative threads and posts.

Andrew has been in the Financial Services Industry for over 10 years and in the UK was a qualified Financial Adviser for Nat West. Prior to this he was a qualified Mortgage Adviser and Branch Manager for Alliance and Leicester. Click here for Andrew’s Profile.

Vista Financial Services

UK Pension Transfers and Australian Superannuation

Whether or not you transfer your UK Pension(s) to Australia is a big decision. The Australian and UK Pension systems are very different so taking advice from someone that has a thorough understanding and knowledge of both is essential.

Every situation is different and Vista’s advice will be tailored to your individual needs including advantages and disadvantages of transferring your pension(s), benefits that will be lost and gained for you personally and projections to help you understand where you money is best placed for your retirement.

If a transfer is in your interests Vista will administer the whole process for you including the opening of an appropriate Superannuation Fund in Australia to receive your pension together with an individually tailored investment portfolio within your new Super fund that suits you and your Risk Profile.

We have access to a very large range of providers and are not tied to or owned by any Banks or Financial Institutions therefore you can be rest assured we pick the right Super Fund for you.

The investments that we can recommend for you within Super are vast and range between Term Deposits and Managed Funds to Exchange Traded Funds and Direct Shares.

Vista will keep you updated every step of the way and is on hand throughout the whole process.

Financial Advice

Vista can also assist you with Investments, Superannuation and Risk Insurance (Life, Total and Permanent Disability, Trauma and Income Protection Insurance).

Andrew can also assist in Wealth Creation and Retirement Planning advice and enjoys many long term relationships with clients who consult with Andrew annually to assist them in reaching their retirement goals and objectives.

Poms in Oz and Vista Financial Services

Exclusively for Poms in Oz members, you will receive a $50 gift voucher on successful completion of a Pension Transfer and we also provide a $50 gift voucher for referrals that proceed to completion.

For more information Please visit our website www.vistafs.com.au or email Andrew at Andrew@vistafs.com.au alternatively contact Andrew on 08 8381 7177

Financial Planning Services are provided by Andrew Williams as an Authorised Representative (322874) of Professional Investment Services (Australian Financial Services Licence No: 234951, ABN 11 074 608 558). Mortgages and Home Loan services are provided by Andrew as a Credit Representative (of Australian Loan Company (ACL 377711)

Vista Financial Services Pty Ltd, ABN 70 135 609 022.

A quick reminder, if anyone has any questions about:

• Retirement Planning (including Transition to Retirement for those over 55 years of age);
  
• Superannuation and Pension Advice;
  
• UK Pension Transfers;
  
• Investment Planning (including Margin Lending); and
  
• Risk Insurance (including Income Protection, Life, Total and Permanent Disability Insurance and Trauma Insurance).
  

then, Andrew is available in our webchat until 10pm

To participate, click on the 'chat' menu option at the top of the page. Clicking on chat will launch the chat software. There will different 'rooms' for each of the different companies.

Unregistered guests can participate by following this link - Chat with Industry Experts, then, once the chat software has loaded, tick the 'Guest' option at the top of the chat window, then choose a username and click 'Login' and enter the 'Vista Financial Services' chat room.