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Petec

UK to AUS lump sum payments

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Hi there,

I have been in communication with my late wife’s SIPP pension scheme in the UK. I do not seem to have any choice in what I should do but to take the benefit as a lump sum option. I am on disability payments in Australia due to an mva in 2016. The benefit would be used to pay off some of my mortgage and pay back the funeral costs of my late wife.  It seems wrong to call a benefit a benefit when you do not actually gain anything.

 

Are you able to assist?
 

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Posted (edited)

Hello Pete

Firstly I am sorry to hear about your Wife, my deepest condolences.

In relation to your question and whether we can assist, I am not entirely sure of what you are asking me sorry, perhaps I could ask you to email me directly to Andrew@vistafs.com.au ?

Warm regards

Andy

Edited by Andrew from Vista Financial

Financial Adviser (FPA Member AFP ®) Specialising in UK Expat Advice and Pension Transfers / AR-322874 /AFSL-234951

SMSF Accredited Adviser / UK SIPP Authorised Adviser 

Director  - Vista Financial Services – www.vistafs.com.au 08 8381 7177

 

Please note that my advice is general advice only and professional financial advice should be sought for your own personal situation.

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