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terry & Melanie

UK Pensions Transfers ~ HELP!!

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Can anyone recommend a good pensions transfer expert???

We are wanting to transfer hubby's pensions over from UK to Oz.

 

Melanie x


Terry(43),Melanie(42),Ciara(14),Ruairi(10)

Started to look into PR Oct 08, 175 CSL visa lodged 4/7/09. Visa granted 14/1/10, Arrived in Brisbane 24/08/10 !!!!!:jiggy:

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Guest dawnpepper

We used Prism X-pat.

 

Dawn.

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You dont need to do it for a while - better to make sure that you like it here before you move your money into an Aus super fund because once it is here you wont be able to get it out again should things go pear shaped - not until you are retirement age anyway. You have 6 months in which to move it without penalty.

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Guest Liam

Best thing to do is send a message to your Pension funds asking for an Accoun Valuation on the date you leave the UK (you will need this later) and also to give them a mail address in Australia. You tshoudl also ask for a specific contact person or team details and explain you need this because of the time difference and wish to be able to send questions by email if possible.

 

Then wait until you get here and make sure you are staying before locking your savings in to the Aussie System.

 

There are numerous adviser here who can help you and I suggest you get a few quotes as the fees range from reasonable to ridiculous!

 

Liam

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