Pension Transfers
What are you moving?
Moving your pension abroad
Financial Advice and Pension Transfers to Australia or New Zealand
If you are in the process of moving abroad or you are planning to emigrate, our licensed advisers have the knowledge to ensure that your income, savings or investments are managed properly – both immediately and for the years ahead.
Our partner, bdhSterling, specialises in Qualifying Recognised Overseas Pension Schemes (QROPS) and is committed to the highest standards of service and professional conduct.
Our wide range of services include:
- Pensions
- Tax
- Multi-currency investments
Our fully qualified in-house experts are skilled at advising on everything from investments to exchange rate risks.
All of this means you can access a wide range of financial guidance, all in one place, and can receive a tailored support package for your individual circumstances.
Whatever your situation, developed a reputation for excellence when it comes to QROPS. We work with clients who have lived or worked in the UK and migrate to locations such as Australia, New Zealand, South East Asia or the Middle East. In many cases, these transfers involve large pension balances and require a sophisticated, personalised strategy. Speak to one of our advisors about receiving financial guidance for your relocation.
Alternatively call us on 0800 023 4891 or email us.
bdhSterling Ltd, Capitol Square, 4-6 Church Street, Epsom, Surrey, KT17 4NR
bdhSterling Ltd is a company registered in England and Wales. Company Registration Number: 6849498. Independent Financial Advisers, authorised and regulated by the Financial Conduct Authority. Registration Number: 499460.
Transferring your pension fund overseas can provide significant tax benefits, but it is not always the best option. We undertake a full analysis of your UK pension benefits before providing any advice.
Our pension report will tell you:
- What to transfer
- When to transfer and how to minimise tax
- How to have control over when your funds are converted into your new local currency, protecting you from adverse currency movements
- What the options are for individuals with UK pension funds in excess of the Australian cap on transfers in
- What jurisdiction you should transfer your funds to (it is not always best advice to transfer to your new country of residence)
- When you can access your benefits and what limits will apply
- How to mitigate Australian tax on pension funds left in the UK
- How to gain more flexible death benefits for your dependants
Working Together
We provide a personalised financial planning service to suit your requirements.
bdhSterling offer:
- A free initial assessment to establish the issues you will face and the opportunities that may arise as a result of your migration (at our offices or at a location to suit you)
- A comprehensive financial plan or pension report covering your personal situation
- Follow-up meetings to go through your report to ensure that you understand it fully and deal with any queries you may have
- Implementation of our recommendations
- An introduction to one of our associate advisers in your new country of residence
Starting the process at the earliest possible opportunity allows us time to examine your personal situation and objectives before determining the best course of action for you.
To arrange a free initial consultation click here. Alternatively, call us on 0800 023 4891 or email pensions@anglopacific.co.uk.
bdhSterling Ltd, Capitol Square, 4-6 Church Street, Epsom, Surrey, KT17 4NR
bdhSterling Ltd is a company registered in England and Wales. Company Registration Number: 6849498. Independent Financial Advisers, authorised and regulated by the Financial Conduct Authority. Registration Number: 499460.
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