Free UK Pension Transfer E-book

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UK Pensions E-book

Please Note: This E-book is NOT RELEVANT for UK State Pensions (i.e. Old Age Pensions) 
because they are not eligible for transfer to Australia – click here for a link to UK State Pension Information

TIMESCALES: UK Pension Transfers currently take between 6 - 9mths from beginning to end. You can transfer and invest in GBP Sterling, so fluctuating exchange rates are NOT a reason to delay transferring.

Important: QROPS transfers to New Zealand, Malta, Gibraltar, Guernsey, Isle of Man etc are not recommended for UK pension transfers unless the member resides in the country of transfer - click here for more details.

Getting expert QROPS advice on your transfer could potentially save you thousands of $$$ on your transfer - click here to see how.

Included in this UK Pensions E-book:

Transferring your UK pension into an Australian superannuation fund can bring increased flexibility, tax benefits and greater control over your asset. There are also potential pitfalls that you should consider. This e-book gives you a checklist of all the critical issues you need to examine and includes the Letter of Authority Form you will need to initiate the process of receiving professional advice from Sterling Planners on your particular situation.

This free comprehensive guide will assist you with the following questions:

  • Do you have an eligible transfer?
  • Do you understand the latest (6 April 2015) ROPS regulations?
  • Are you aware of the UK Lifetime Allowance for your pensions?
  • Are you within the 6 month tax free period and if not have you calculated any tax liability?
  • What are the critical issues to consider? A complete checklist for your convenience.
  • What are the benefits and pitfalls of transferring a UK Pension to Australia?
  • What is the Sterling Planners Three Step UK Pension Transfer Service?