OUR SERVICES                                         
 
 
 
 
Pension–Transfers was formed to ensure that anyone with a UK pension has access to unbiased professional expertise when considering transferring their UK pension to Australia. We provide two levels of service:
 
 
 
•
Transfer with General Advice
 
 
 
•
Transfer with Personal Advice                                                                                       
 
 
 
 
 
Before you decide which service is suitable for your needs, feel free to complete our Letter of Authority. This authorises us to contact your UK Pension Fund Provider to obtain the necessary information we require. We will send you a Pension Transfer Report detailing your transfer value and provide general advice on your transfer - FREE OF CHARGE.
 
 
Transfer with General Advice
 
 
This is a complete pension transfer service. After you have completed our Letter of Authority and we have completed your Pension Transfer Report; upon agreement with yourself an appropriate Australian Superannuation Fund is selected. We will then action the transfer. You will be kept informed at all stages of the transfer. Once the transfer is complete you will receive periodical reporting on your Australian pension fund. This service is suffcient for the majority of our clients.
 
This service is covered by the 1.5% fee charged on your transfer value as per our fees schedule. 
 
To acces this service please complete our Letter of Authority or Contact Us.
 
 
 
Transfer with Personal Advice
 
 
This includes all services provided in Transfer with General Advice, along with additional personal financial advice. This service is generally used by clients who have a higher level of financial complexity, and includes a complete review of your financial circumstances in order to provide you with appropriate financial advice.
 
Fees are charged on a case by case basis. To access this service please Contact Us.