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Next UK Pension Transfer Seminar
Hello.
I will be looking to hold another UK Pension Transfer Seminar towards the end of August. I have been running these for over a year now and have had around 50 PIA members attend.
I usually hold these on a Saturday mid morning as I understand that it might be difficult for people to make it during the week due to work commitments etc.
This Seminar covers off lots of aspects of the transfer process including potential advantages and disadvantages of doing so or not.
It also gives information around the Australian Superannuation system and how you can potentially get your money working harder for you.
Transferring is not right for everyone so it helps to understand why you may want to consider transferring and why you may not want too.
Also for those that are considering a transfer, it will cover off the questions you might have regarding exchange rates, markets etc and whether now is the right or wrong time to do it.
If you would be interested in attending please let me know so that I can get an idea of numbers and I will keep you updated as to definite dates and location.
Regards
Andy
Vista Financial Services - Mortgages, UK Pension Transfers, Superannuation, Investments, Life Insurance www.vistafs.com.au Financial Adviser: Adv Diploma Financial Planning (FPC UK) -
Mortgage Broker: MFAA full member -Diploma in Finance & Mortgage Broking Management (CEMAP UK)
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Hi Andrew - we will arrive dazed and confused on the 31st Aug ... so will probs miss this one unfortunately - have you any idea when you may hold the next one after Aug??!! Many thanks, Jacinta
Visa granted Feb '08
House on market March '08
Validated visas Aug '08
No joy on house so renting it out....
Arrived Adelaide Sept 1st '09
Bought in Morphett Vale

love love love it!!!
Jacinta[39] Mark[38] Hannah[7] Eva[5] Luke[3] Jude [1]
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We'll come along to this one. Been meaning to speak with you about it for a while now. Let us know where your doing it.
Ade & Emma.
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Hi Andrew
We would be interested in coming to see you regarding pension advice & other issues. You have spoken to, and helped some friends of ours and come highly recommended. Count us in for August.
Darren & Fiona Gilmore
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Hi Cint and Mark
Not too sure when the next one after this will be but contact me when you arrive as previously discussed and I can go through it with you face to face if you like. Good luck with the move.
Ade and Emma
No problem, will keep you posted.
Darren and Fiona
Thanks for your words. I will keep you posted as to dates etc. If there is anything that I can assist you with in the meantime feel free to contact me and I will be happy to chat/meet with you.
Regards
Andy
Vista Financial Services - Mortgages, UK Pension Transfers, Superannuation, Investments, Life Insurance www.vistafs.com.au Financial Adviser: Adv Diploma Financial Planning (FPC UK) -
Mortgage Broker: MFAA full member -Diploma in Finance & Mortgage Broking Management (CEMAP UK)
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Hi Andrew
We would def be interested in coming (most likely Dave on his own as otherwise have 2 children in tow). We arrive 31st of July so please keep us posted about details for the day.
Arrived Adelaide 31st July 2009
Moved into our house 4th September 2009
Still loving life here:D
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Originally Posted by
Andrew Williams
Hello.
I will be looking to hold another UK Pension Transfer Seminar towards the end of August. I have been running these for over a year now and have had around 50 PIA members attend.
I usually hold these on a Saturday mid morning as I understand that it might be difficult for people to make it during the week due to work commitments etc.
This Seminar covers off lots of aspects of the transfer process including potential advantages and disadvantages of doing so or not.
It also gives information around the Australian Superannuation system and how you can potentially get your money working harder for you.
Transferring is not right for everyone so it helps to understand why you may want to consider transferring and why you may not want too.
Also for those that are considering a transfer, it will cover off the questions you might have regarding exchange rates, markets etc and whether now is the right or wrong time to do it.
If you would be interested in attending please let me know so that I can get an idea of numbers and I will keep you updated as to definite dates and location.
Regards
Andy
Hi Andy
We will definately attend, we was only talking yesterday about my hubby's pension, let us know when and where?
Cheers Dawn
Paul 40- Dawn 43- Amy 13- Zoe 10.
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Originally Posted by
Andrew Williams
Hello.
I will be looking to hold another UK Pension Transfer Seminar towards the end of August. I have been running these for over a year now and have had around 50 PIA members attend.
I usually hold these on a Saturday mid morning as I understand that it might be difficult for people to make it during the week due to work commitments etc.
This Seminar covers off lots of aspects of the transfer process including potential advantages and disadvantages of doing so or not.
It also gives information around the Australian Superannuation system and how you can potentially get your money working harder for you.
Transferring is not right for everyone so it helps to understand why you may want to consider transferring and why you may not want too.
Also for those that are considering a transfer, it will cover off the questions you might have regarding exchange rates, markets etc and whether now is the right or wrong time to do it.
If you would be interested in attending please let me know so that I can get an idea of numbers and I will keep you updated as to definite dates and location.
Regards
Andy
Hi Andrew,
Will try and make it, but could you please answer a couple of questions ??
If we are Temporary residents like many for 2/3 years, have we got this time to think about things until we get PR in orer to make the transfer ??
If we are in our forties can we get any cash out of the pensions ?
What happens to all the serps money paid into our old age pensions ? we will still get it ?
If we transfer the pensions what if we go back ??
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Hi Dave and Carole and The Hadleys
I will certainly keep you posted, I will also update this thread nearer the time.
Redfoxy I will PM you.
Regards
Andy
Andy
Vista Financial Services - Mortgages, UK Pension Transfers, Superannuation, Investments, Life Insurance www.vistafs.com.au Financial Adviser: Adv Diploma Financial Planning (FPC UK) -
Mortgage Broker: MFAA full member -Diploma in Finance & Mortgage Broking Management (CEMAP UK)
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thanks, I have not got a pm yet
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