Why Us

UK Pension - Pension Funds

We are a firm of Chartered Accountants who specialise in the transfer of UK pension funds to Australia.

Thanks to our expertise and experience, we are able to offer you a level of CHOICE and CONTROL which is generally not available in the UK pension transfer industry.

A number of financial planners and other organisations offer services to transfer UK pension funds. They generally operate in tandem with the superannuation fund to which they transfer all UK pension funds.  As a result, the receiving scheme has often been chosen before you even set foot through the door, without your best interests being considered!

Whilst many providers talk of free or reduced transfers of UK pension funds, they may receive considerable amounts of future commission from your superannuation fund or will use terms such as 'entry fee' to obtain a fee.  Before deciding whether or not to proceed with the transfer of your pension funds you should always check the level of one off and annual fees which will be charged to your superannuation.  In reality there is no such thing as a 'free transfer'.

Your superannuation fund should be appropriate to your personal circumstances and should be designed to secure your own and your family’s financial future.  This is not a one size fits all situation and our service is designed to provide you with choice. 

We are able to give unbiased and informative information in relation to the potential transfer of UK pension funds.  This sets us apart from Financial Planners and other organisations involved in people’s financial affairs.

We are not authorised to recommend a receiving superannuation scheme to you.  You may make your own choice of superannuation fund.  Alternatively, we work closely with independent financial planners who we consider provide the standard of service and advice we would expect our clients to receive; and who are familiar with the pension, tax and other financial issues which apply to UK migrants.

Charged to your receiving superannuation scheme, they are able to provide advice in relation to your current and future investment and retirement needs as well as any other financial issues which you feel may be relevant to your situation.  They will prepare a statement of advice and make recommendations which are relevant to YOU.