Step 1 - Complete our Letter of Authority (LOA)Form

This gives us the authority to contact your UK pension fund(s) and obtain all the necessary information to generate our UK Pension Transfer Report and calculate an estimate of any applicable tax obligations. Once we receive a completed LOA, a Sterling Planners representative will contact you to establish eligibility of your pension transfer.

Please Note: This form DOES NOT authorise any transfer to commence – it simply enables us to gather information.

Original signatures are required by the UK pension funds: Please print and complete this form (using a separate form for each UK fund), sign form(s) then post back to us at: Sterling Planners Pty Ltd PO BOX 1238 North Sydney NSW 2059

 

Step 2 - Arrange a No Obligation Consultation

Once a UK Pension Report is prepared with our recommendations for your particular situation, we arrange a No Obligation Consultation with one of our UK Pensions (QROPS) specialists to discuss the details of your personalised UK Pension Transfer Report. We recommend the best available options for your particular situation.

Step 3 – Sterling Planners will project manage the transfer

If you decide to proceed after your personal consulation with a financial adviser, Sterling planners can do the rest, removing all the time and hassle from you. We recommend an appropriate QROPS fund and manage the entire process for you.

Simply fill in your details to receive our Letter of Authority Form instantly.