Sterling Planners are market leaders in UK pension transfers (QROPS/ROPS)
Sterling Planners are market leaders in UK pension transfers to Australia. Our experienced advisers have transferred more than £725 million over the past 20 years. In that time, we’ve dealt with every UK scheme administrator, so we understand the nuances of the processes and have a 100% success rate for eligible funds.
We offer an integrated global solution. This incorporates our expertise in Australian Superannuation and QROPS, and mandatory UK advice (if required by HMRC) from accredited and FCA licensed UK advisers.
UK pension transfers to Australia are complicated and time consuming. Getting this wrong can be costly and an administrative hassle.
It’s essential you have the right advisers helping you through this process. Transferring your funds to a non-compliant overseas fund structure could result in a penalty tax by Her Majesty’s Revenue and Customs (HMRC) of up to 55% of the value of the transfer.
Engaging our professional transfer services can save you time and potentially thousands – even tens of thousands of dollars. We specialise in large transfer values, ensuring your transfer is completed in a compliant, tax efficient manner.
If you’re a UK migrant or returning expat we can help you transfer your eligible UK pension fund from the UK to Australia as a lump sum.
Our integrated global solution which depending on your situation may include:
- UK advice (when required by HMRC) from FCA licensed UK advisers
- UK Self Invested Pension Plan (SIPP) set up
- Self-Managed Super Fund (SMSF) set up
- all intra-UK and overseas transfers
If your enquiry relates to a UK State Pension i.e. the Old Age Pension from your national insurance contributions or if you have an unfunded Civil Service Pension e.g. NHS, Teachers, Police, Armed Forces etc.. then our e-book will not be relevant. You need to contact your UK scheme directly as they are not eligible to transfer to Australia.