UK Pension Transfers to Australia - Defined Benefit Pensions | QROPS Transfer

Specialists In Large Transfer Values

Dave Gooding, ex Management Consultant from a Top Tier consultancy firm, understood that getting specialist advice on his own UK pension transfer could potentially save him significant $$$ by ensuring tax optimisation and Lifetime Allowance considerations were reviewed. Large Transfers include those greater than the current NCC Cap (Non Concessional Contribution Cap).  Learn More

Why Clients Trust Us with their Money

"The reason I chose Sterling Planners was because of their experience with UK Pension Transfers... mainly because it was such a complicated process... with lots of paperwork and rules and regulations to wade through... I did try a couple of other financial advisers and found that they didn't really know their stuff... and that was very difficult because my money was in a different country... I believe it's important to deal with people who know what they're doing. Brent makes it all so easy... he explains everything very well. It's been over 10 years now and he's still looking after my portfolio and we've become very good friends" - Sue Gleave

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Due to Industry wide QROPS Issues, UK Pension Transfers on Hold


August 17, 2016 - HMRC ROPS List Update. Over 55 SMSF Transfers are currently the only transfer option available to Australia under QROPS regulations. Download our Free UK Pensions E-book for a summary of the recent (2015) QROPS changes and tax implications. We do not recommend offshore schemes in Malta, NZ, Gibraltar, Guernsey or Isle… Read More.

Speculation over DB transfer ban could lead to 'rush for the door'


August 2, 2016 - An article by James Phillips in Professional Pensions highlights that growing speculation over a ban on UK (DB) Defined Benefit Scheme transfers could lead to a rush on members requesting early transfers.Chairman of the Work and Pension Committee, Frank Field MP, also warned that transfers would need to be "slowed" or… Read More.