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Hendo

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  1. Hendo

    Hi Andrew 

    I am an Australian Citizen, currently self funded retired and also have a UK Private Pension which I wish to transfer to another UK pension provider as my current one does not allow Draw Down. The company I wish to transfer to (Scottish Widows) seems on their website to want me to be resident in the UK to do this?  Is there a way around this?  As I have an Australian Super fund as well but am thinking of moving to Europe so not keen to transfer more money out here.

    thanks 

    Phil

    1. Andrew from Vista Financial

      Andrew from Vista Financial

      Have sent a PM Phil

  2. Hendo
    Came out in 2005 and shipped 100 boxes of belongings to SA, in hindsight I would ship a 40" container and ship it to New Zealand not this place,much nicer people and culture.
  3. Hendo
    Thanks for the help Ken Is it possible then to get statements of past performance easily? I have written to the relevant Pension Fund to try and get a statement of performance for the last 15 years (how long I have been here) as unfortunately through moving etc past statements have been lost. Wondered if there was a short cut as I only have a week left to complete my tax return to finding out past past pension performances through the years.
  4. Hendo
    Hi I am 61 and a dual national (UK/Aus) and have a couple of Private Pensions in the UK from previous working, I am currently unemployed and planning to self fund retire or work part time, earlier this year I closed and withdrew the balance of one of my pension funds (not much 20k or so ) as it did not allow me to Draw Down from it and wasn't performing well. The money is sat in my UK bank account currently and as I was an Australian Tax Payer I claimed my Tax back that the Inland Revenue automatically stopped. I now need to fill in my 2020 Oz tax forms and was wondering:: A) Do I have to declare these as earnings as I am self funding retiree,not claiming anything at all atm? B) I also have an Australian Super but did not draw the $10,000 Covid payment that was allowed earlier this year so can I offset some of the UK super for that?
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