➤ UK Pension Transfer Process

  1. Complete the authority (Click here to download) and post it to:
    Collins House PO Box 24175 Melbourne, VIC, Australia 3001
  2. Collins House will contatct your UK pension scheme and request the necessary information.
  3. Collins House will then prepare a UK Pension Transfer Report and send to you free of charge.
  4. Our UK advisor will contact you to discuss the report to ensure that you have a full understanding and can make an informed decision.
  5. If you wish to proceed we will provide the relevant documentation and complete the transfer on your behalf.
  6. Collins House will arrange for a rebate of the referral fee paid to Financial Advisors by Peter Almond to you, as we do not accept referral fees from third parties.
  7. Collins House will offer Independent Financial Advice, should you wish to have your “nest egg” professionally managed, on a non commission fee basis.

How else can we help you?

Independent Financial & Investment Advice

Collins House Private Wealth, Independent advice that could save you thousands every year.

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Superannuation Advice

We help you decide on the right Super Fund, and assist in building a flexible strategy that's suited to your lifestyle.

 

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Taxation & Accounting Advice

Collins House Accountants assist you to navigate your way through the Taxation and Compliance maze.

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Estate Planning & Legal Advice

With over 20 years of commercial experience, Collins House Legal assists you to protect assets that matter.

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UK Pension Transfers

With our experienced UK pensions expert resident in Australia, the process is simple and inexpensive.

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Contact us

If you would like to discuss obtaining Independent
Financial, Investment Advice, Legal Advice or any of our other
Professional Services, please feel free to contact us.