tigger
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Hi Andy,
My mother receives a modest spouses pension from Lloyds bank. It used to be taxed as 'NT' in the UK as she pays Australian tax on it but the last payment she received was taxed in the UK as well.
Is this related somehow to the latest changes - the timing seems suspicious.
She is 95 and has been in Australia for 20 years as a PR. Of course her state pension is as it was on the day she arrived and this company pension is very important to her.
Also - on a side-note - is it worth her looking into transferring that pension here ? The value is minimal and at that age she would be reluctant to change things for little gain.
Thanks,
Russ.
UK Pension Transfers Post 6 April 15 - Questions
in Financial Advice: Ask Vista
Posted
Thanks Andrew - It looks like the fund changed administrators around that time, sounds like it's just admin related.