Transfer UK Pensions & Invest in GBP – no waiting for best FX rates

October 3, 2019 By Trish Harding

Do you have UK pensions to transfer to Australia? If so, have you been waiting for a better exchange rate before transferring?

Now there’s no need to worry about the GBP/AUD exchange rate, transfer and invest your UK Pension monies in GBP (Pounds Sterling).

We are excited to offer a range of UK Sterling Investment options for clients concerned with the impact of fluctuating GBP/AUS dollar exchange rates. We currently offer a range of investment options (in GBP) according to your risk profile enabling a diversified investment portfolio.

Resulting from the April 2015 UK Legislative Changes governing QROPS (Qualified Recognised Overseas Pension Scheme) transfers, a viable option for transfers to Australia is via a ROPS certified SMSF. Should you wish to transfer and invest in GBP due to fluctuating exchange rates, the following investment options are available:

You have the option to invest in GBP directly in assets such as:

Foreign Currency cash (GBP)
Exchange Traded funds (ETF’s) – which invest across a range of international shares, property, bonds, cash and gilts
Corporate and or government bonds

How to get started?

If you would like specialist advice on your particular UK pension situation, call our client service team on 1300 132 737 to initiate our 3 Step Pension Transfer Service and request our FREE UK Pension Transfer E-book.