About Us

Pension-Transfers was founded by its managing director, Mark Spence. Mark is a Certified Financial Planner in Australia and has years of experience in transferring clients’ pensions from the UK to Australia. Mark has been a qualified Chartered Accountant since 2001 and has worked in the Financial Services Industry for 12 years. You will receive a professional, personal service to meet your requirements.

Pension-Transfers provides 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 then send you a Pension Transfer Report detailing your transfer value and provide general advice on your transfer - FREE OF CHARGE. There is then NO OBLIGATION on your part to go ahead with the transfer, but at least you will know where things stand.

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 access 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.

Financial Planning

Wealth creation and protection is paramount for a secure retirement. We can provide you with all your financial planning requirements in Australia. Pension-Transfers is owned by Loftus Financial Service Pty. Ltd.

Why Us

  • Lowest fees: 1.5% of your transfer balance, capped at A$1,500.
  • Personal, professional advice: Your pension transfer will be handled by a consultant who can be contacted at any (sensible) time by phone or email. Mark Spence, our managing director, personally oversees all transfers.
  • Transfer to any QROPS fund in Australia.
  • Unbiased advice: We are not tied to any superannuation product provider.

Compare our service to other providers:

Examples based on a $60,000 AUD transfer
Compare our Service to Other Providers'

Our fees

There are no fees associated with preparing your Free Pension Transfer Report and you are under no obligation to proceed once you have received it.

Transfer with General Advice

This service is 1.5% of the balance transferred. Unlike other Pension Transfer services, this fee is capped at $1,200 AUD (which equates to an $80,000 AUD transfer balance). Like you, we realise larger transfer balances should not attract higher fees. There is a minimum charge of $550 AUD.

Transfer with Personal Advice

This service is charged on a case by case basis. Please Contact Us for further information.   All flat fees and fee rates are inclusive of GST. These fees can be deducted from your Superannuation fund in Australia instead of you having to pay upfront.  

Contact Us

Your Name (required)

Your Email (required)

Subject

Your Message