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    Thread: UK Pension Transfer Seminar & state pension info


     
    1. #1

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      UK Pension Transfer Seminar & state pension info

      Hello

      I am looking to hold another UK Pension Transfer Seminar as I haven't held one for while.

      The Seminar covers off the whole transfer process including advantages, disadvantages and implications of transferring your UK pension to Australia.

      There have been quite a few changes of late to the UK pension system and this will bring you up to speed regarding these changes more specifically final salary schemes.

      There have also been changes for certain people living here that still have UK pensions from an Australian point of view and again this will cover off those changes.

      This is a free event for PIA members and I have held a number of these over the last couple of years. From the people that have attended their feedback has been very positive.

      I will also run a section around the UK state pension and what happens to this for us UK expats in Australia.

      I will be looking to run this Seminar on Saturday 16th October starting at 11am in Kent Town (2 mins east of City).

      For those that may be interested or would like more information then please let me know.

      Drinks and sandwiches are provided.


      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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      Yes I'm intrested
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      Neil (Electrician), Jane and Joseph (9)
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    3. #3

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      Can I just write a quick note on here (sorry to hijack your thread Andrew) just to encourage everyone who can attend to go along. Andy and I went along to Andrews first seminar in ??2007/8 not long after we arrived in Oz. There is such a lot of scaremongering about pensions and with Andrew you get the facts and can be reassured that he does have your best interests at heart. My husband and I both transferred our NHS pensions to Australia as well as a few other small pensions that we had accrued over the years - we feel that with Andrew's help our pensions are working well here and helping us build a secure future in Australia. Andrew also assisted us recently with mortgage, income protection and life insurance as well as dealing with our UK state pensions too - he's a man of many talents!

      Andrew would not advise you to bring a pension which would work better for you in the UK - so hes not just in it for the business - get yourselves along - you wont regret it!:)
      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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      Would also be interested. I have an NHS pension in the UK and not sure to transfer or not.
      Visa granted !!!! 3/4/09
      Arrived in Adelaide 24/08/2009

    5. #5

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      Andrew,
      I've got some pensions in the UK and would be interested in coming.
      Darren
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    6. #6

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      I would be interested but is this a reputable company providing these seminars i dont really trust financial advisors most of them work on a commission basis and sell you according to how much they make on each product. Would be interested in other pia feedback before i go. Thanks








      Quote Originally Posted by Andr Williams View Post
      Hello

      I am looking to hold another UK Pension Transfer Seminar as I haven't held one for while.

      The Seminar covers off the whole transfer process including advantages, disadvantages and implications of transferring your UK pension to Australia.

      There have been quite a few changes of late to the UK pension system and this will bring you up to speed regarding these changes more specifically final salary schemes.

      There have also been changes for certain people living here that still have UK pensions from an Australian point of view and again this will cover off those changes.

      This is a free event for PIA members and I have held a number of these over the last couple of years. From the people that have attended their feedback has been very positive.

      I will also run a section around the UK state pension and what happens to this for us UK expats in Australia.

      I will be looking to run this Seminar on Saturday 16th October starting at 11am in Kent Town (2 mins east of City).

      For those that may be interested or would like more information then please let me know.

      Drinks and sandwiches are provided.


      Regards


      Andy
      [COLOR="Blue"]Permanent resident visa 2007
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    7. #7

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      Thanks Andy & Lindsey for your kind words, much appreciated.

      Neil and Jane (Ashby Dicko), Richard and Rosalita (Rich & Chit) and Darren (mez10), thank you for your interest it would be great to have you along. I will get Stacey to PM you with details regarding exact location, duration and so on..

      janmoo, other than Andy and Lindsey's comments above please feel free to have a look at the testimonials on our website (Home page) from other PIA members regarding our service proposition.

      Stacey and I who run the company are both PIA members and UK expats who have been dealing with PIA members for a number of years.

      Also just to point out that the Seminar will not mention any product providers or try to sell any products whatsoever.

      The Seminar is purely aimed at providing people with enough information for them to understand whether they should consider a transfer of their UK pensions.

      This is a very complex area and can be a minefiled for a lot of people, in addition to this there is also a lot of misunderstanding around the whole process and there are quite a lot of myths going around about what you can and cannot do with your pension and what tax liabilities may be incurred.

      If then someone walks away with the information that they have received that is fine.

      If I can also go one step further and explain that in the event someone did want to use us for our Pension Transfer advice then the fees that a person pays us are in relation to the advice not the product. We do not work on commission for product choice but rather the fees charged are for the advice given and the work carried out, the fees are the same regardless of the product chosen.

      If you would like to attend we would be happy to have you along.

      Best wishes.

      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)

    8. #8

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      Hi Andy
      I'm interested to come. Can you pencil me in. We've just arrived in Adelaide in the last few days. I have pension with the beeb back in the UK, and wants to know which is the best way to proceed, to stay or to move the pension.

      Regards

      Wijaya
      Wijaya
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      Now live in Campbelltown.

    9. #9

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      Quote Originally Posted by wijaya View Post
      Hi Andy
      I'm interested to come. Can you pencil me in. We've just arrived in Adelaide in the last few days. I have pension with the beeb back in the UK, and wants to know which is the best way to proceed, to stay or to move the pension.

      Regards

      Wijaya


      Hi Wijaya


      Thanks for your interest, it would be great to have you along, Stacey will PM you with more info.


      Talk soon


      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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      Quote Originally Posted by Andrew Williams View Post
      Hello

      I am looking to hold another UK Pension Transfer Seminar as I haven't held one for while.

      The Seminar covers off the whole transfer process including advantages, disadvantages and implications of transferring your UK pension to Australia.

      There have been quite a few changes of late to the UK pension system and this will bring you up to speed regarding these changes more specifically final salary schemes.

      There have also been changes for certain people living here that still have UK pensions from an Australian point of view and again this will cover off those changes.

      This is a free event for PIA members and I have held a number of these over the last couple of years. From the people that have attended their feedback has been very positive.

      I will also run a section around the UK state pension and what happens to this for us UK expats in Australia.

      I will be looking to run this Seminar on Saturday 16th October starting at 11am in Kent Town (2 mins east of City).

      For those that may be interested or would like more information then please let me know.

      Drinks and sandwiches are provided.


      Regards


      Andy
      Hi Andrew

      We arrive in Adelaide on September 22nd. Have not known what to do about our pensions so we would like to come to your seminar but we will only have access to a computer from the library would we still be able to attend the meeting. Alternatively
      could we contact you via telephone?

      Thanks

      Lorraine & Steve

     

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