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    Thread: Next PIA UK Pension Transfer Seminar


     
    1. #1

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      Next PIA UK Pension Transfer Seminar

      Hi folks

      I will be holding another UK Pension Transfer Seminar for PIA members on Saturday 8th May. As always this is a free event and covers off this complex subject.

      I will go through the advantages to having your UK private/company Pensions transferred to Australia and put to bed some of the tax myths of transferring Pensions.

      This presentation also includes how Superannuation works in Australia and covers off potential disadvantgaes that transferring might have for some people.

      If you are interested in attending please either PM or reply to the thread. The Seminar is held in Kent Town which is just outside the City and I usually aim to start it around 11.30 am. It runs for approx 45 mins and then sandwiches and drinks are provided afterwards.


      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)

    2. #2

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      Hi folks

      I still have availability left for this, so if anyone is interested in attending let me know.
      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)

    3. #3

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      We went to one of Andrew's seminars when we arrived in Adelaide and gained so much useful advice - it was extremely beneficial. We felt we were well equipped to make the decision to transfer our pensions to Australia. It was a predicament as both Andy and I had NHS pensions and the 'general rule' with the NHS is leave it where it is. Andrew explored all of our options and after consideration we decided that financially our pensions would work better for us here. We are now well on our way to a secure retirement. I do ring Andrew frequently with many daft questions and he always has to time to answer in teminology that I can understand.

      Go along then you are well armed to make a decision that is right for you!
      Andrew Williams and she1971 like this.
      There are two lasting bequests that we can hope to give our children - one of those is roots: the other is wings!

    4. #4

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      There are now a few PIA members on the site who are providing advice on Super and Mortgages etc. Which is good as we have all experienced the same changes and can help by explaining things from a similar perspective. Its "all good" as they say here.
      Steven Guy - 0449048508 UK Pension transfer, Superannuation, Life Insurance, Investment, & Mortgage advice.
      Financial Adviser Australia (Diploma) (Advanced Diploma Estate Planning, Investment Planning and Taxation Planning)
      Financial Adviser UK IFA (FPC) & (Diploma)
      Financial Advice is just a phone call away.

    5. #5

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      we could do with coming to this if there's any room left.
      Helen 41, Simon 40, Cameron 12, Ethan 9
      Big decision made March 08
      skills recog sent to Aust Institute 3/5/08 passed 2.6.08sams skills recog sent to the TRA 6/6/08 passed 2/7/08 175 visa app lodged on line 4/7/08!!! Co 17/12/08
      Police checks emailed 7.1.09meds done 12.1.09
      *************VISA GRANTED 10/03/09***********
      Arrived 26 March 2010 and loving it

    6. #6

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      Absolutely Hel and Sam, thanks for your interest.

      If you would like to send me your email via PM or email (which is in my sig) then I will confirm all details with you.


      Regards


      Andy
      Last edited by Andrew Williams; 22-04-2010 at 01:36 AM.
      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)

    7. #7

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      Hi Andrew
      My wife and I will attend if there are any more places available.
      Steve

    8. #8

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      Hi Steve

      Yes, still available places, I will put you and your Wife down.

      Can I ask that you send me your email address by either PM or email (in my sig below) and I will get in contact nearer the time to reconfirm.

      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)

    9. #9

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      Hi folks

      I have had a fair bit of interest in this. It's a week on Saturday (8th May), I can comfortably fit up to 24 people in so still some places available.

      Just a PM or email to reserve is fine.


      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)

    10. #10

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      Hi Andy....Unfortunately will miss this one as we don't arrive until the 26th May. Be really interested in future dates though please.
      Thanks.
      SHEILA MARK ZACK AARON & COLA(DOG!)
      175 VISA ONLINE SUMBITTED 06/11/09
      SA SS APPLIED 20/11/09 GRANTED 21/12/09!
      CASE OFFICER 8/01/10 MEDS&XRAYS DONE 29/1/10
      176 VISA GRANTED 24/02/10!!!
      FLIGHTS BOOKED 24/05/2010.....WOHOO!!!!

     

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