The Process
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You complete a form of authority in respect of each UK pension fund.  |
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We approach your UK pension funds to obtain current transfer values. If the details requested do not arrive promptly, we chase the UK pension funds. |
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On receipt the details requested from your UK pension funds we prepare your transfer report which provides useful information to help you decide whether or not to transfer your UK fund to Australia. We also advise you of our proposed fee.
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If you decide not to proceed with the transfer we close our file. No fee is chargeable. |
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If you decide to proceed with the transfer you notify us by signing the transfer report and returning it to us. |
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You choose a receiving superannuation scheme. |
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You meet with a financial planner who helps you choose a receiving superannuation scheme |
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We gather all of the documents required by the UK pension fund and arrange for all necessary paperwork to be signed by you and the receiving scheme. |
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We express post all documents and signed papers required by the UK fund. |
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We keep in constant communication with the UK pension fund and the receiving superannuation scheme to ensure that your funds arrive safely. |
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You pay our fee personally. |
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Where possible, the superannuation fund pays our fee. |
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Colette Pieniazek
Client Liaison Consultant
