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
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Type of UK pension
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Details including fund value, transfer value, current and estimated future benefits.
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Penalties imposed and benefits lost due to the transfer.
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A summary of the Australian and UK legislation including the rules in relation to transferring UK pensions to Australia.
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Estimated tax payable on transfer.
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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.