The Pension Transfer Report
Collins House will provide a Pension Transfer Report free of charge. The report is designed to give you sufficient easy to understand information in order to make an informed decision.
The report will include
Type of UK pension
Details including fund value, transfer value, current and estimated future benefits.
Penalties imposed and benefits lost due to the transfer.
A summary of the Australian and UK legislation including the rules in relation to transferring UK pensions to Australia.
Estimated tax payable on transfer.
Full disclosure of fees.
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UK Pension Transfers
With our experienced UK Pensions Expert, resident in Australia the process is simple and inexpensive.