PIA UK Pension Transfer Seminar (& State Pension)

[Andrew from Vista Financial]

Good afternoon.

 

We are looking to run another UK Pension Transfer Seminar (with an element covering the UK State Pension) again in the next couple of months.

 

We used to run these Seminars on a regular basis for PIA members but things have been extremely hectic and we have not been in a position to do so recently.

 

The Seminar is a free event and it covers off the complex area of UK Pension Transfers to Australia. After attending this event it should help you understand the complexities involved and whether you wish to consider transferring your UK Pension.

 

There have been some major changes lately to the UK Pension system and it is really a good idea to understand what these changes mean to you and the implications of transferring a pension to Australia or not.

 

I will also touch on the UK State Pension and what happens to it once someone moves to Australia.

 

My initial thoughts are to hold this around mid August, I run these on a Saturday mid-morning and the venue is in Kent Town.

 

The Seminar usually runs from between 45 - 60 mins depending on how many questions are asked and we also provide sandwiches and drinks.

 

If you feel that this would be of interest to you and you would like to come along then please let me know.

 

 

Regards

 

 

Andy

[Guest Mitchell]

Yes please Andrew

[Guest hughescl]

Good afternoon.

 

We are looking to run another UK Pension Transfer Seminar (with an element covering the UK State Pension) again in the next couple of months.

 

We used to run these Seminars on a regular basis for PIA members but things have been extremely hectic and we have not been in a position to do so recently.

 

The Seminar is a free event and it covers off the complex area of UK Pension Transfers to Australia. After attending this event it should help you understand the complexities involved and whether you wish to consider transferring your UK Pension.

 

There have been some major changes lately to the UK Pension system and it is really a good idea to understand what these changes mean to you and the implications of transferring a pension to Australia or not.

 

I will also touch on the UK State Pension and what happens to it once someone moves to Australia.

 

My initial thoughts are to hold this around mid August, I run these on a Saturday mid-morning and the venue is in Kent Town.

 

The Seminar usually runs from between 45 - 60 mins depending on how many questions are asked and we also provide sandwiches and drinks.

 

If you feel that this would be of interest to you and you would like to come along then please let me know.

 

 

Regards

 

 

Andy

 

Hi Andy yes please this would be realy useful

 

Thanks

Claire

[Ashby Dicko]

Hi Andrew,

 

Please keep us in the loop, we should have come to the last one but with one thing and another...etc...

 

Thanks Neil

[taffygirl]

Hi Andrew,

 

We would also like to attend your seminar, could you keep us in the loop and let us know date.

 

Thanks, Tracey

[Guest boesman]

Yes, would defo come to this!

[Guest carolyn]

yes,would be very intrested to find out more from you on the pension situation.let us know where and when

Carolyn & Steve.

[Andrew from Vista Financial]

Thanks for the replies, some good interest in this therefore I will set a time and date as follows:

 

• Saturday August 13th
  
• 10.30 am start (please arrive 10 mins before)
  
• Presenatation duration between 45 mins to 1 hour (people can stay behind after for drinks, food etc)
  

Location is:

• Professional Investment Services Offices
  
• Level 1, 81 Fullarton Road
  Kent Town SA 5067
  

I will send a reminder PM nearer the time to those that have replied to confirm attendance.

 

Regards

 

 

Andy

[browny]

I would be interested in this too. Thanks Andrew

[Guest karyn]

Would really like to attend! Thanks for arranging this!

Karyn

[Misplaced]

Can you come to the UK and do it ;-)

[Andrew from Vista Financial]

Would really like to attend! Thanks for arranging this!

Karyn

 

 

Thanks Karen, I will PM you with details in due course.

[Andrew from Vista Financial]

Can you come to the UK and do it ;-)

 

Ha ha, not quite possible but I hope you found the Chat Expo of use.

 

Regards

 

Andy

[Guest taunton]

Hi Andy

 

Please add me to the list of people attending...thanks

Wendy

[Andrew from Vista Financial]

Hi

 

I have contacted all that have shown an interest in coming along to this so far, if anyone else is interested in attending then please reply to thread or PM me.

 

Thanks

 

Andy

[Andrew from Vista Financial]

This event is a week on Saturday.

 

I am still waiting for confirmation from a number of people who have replied to this thread as to whether they are attending, also if anyone else is interested in coming along then please let me know.

 

Thanks

 

Andy

[Guest MAGS&TREV]

Hi Andy

 

If there are still places myself and my husband would like to attend tomorrows session.

 

Cheers

Margaret

[Andrew from Vista Financial]

Hi Andy

 

If there are still places myself and my husband would like to attend tomorrows session.

 

Cheers

Margaret

 

 

 

Hi Margaret

 

 

It would be great to have you along and yes there are seats still available however the Seminar is next Saturday 13th August.

 

If you would still like to come along then please let me know and I will mark you down for 2 seats.

 

Many thanks,

 

Andy

[Guest MAGS&TREV]

Thanks Andy, Silly me wishing the month away. Yes thats great will be there next Saturday 13th.

[Guest Swisstony]

Hi Andy.

 

You may not be interested, but an alternative for your UK ex-pat clients in Australia is an NZ QROPS. Limiting the advice to only Aus products does not give clients the full picture on transferring their UK pensions as they can legitimately access NZ schemes under the UK's Finance Act 2004 and Pensions Act 2007. Australian legislation is not an issue, although there are tax considerations - even though all the Aus domiciled clients I have dealt with have found these to be minimal compared to the very significant advantages offered by going via NZ. If you would like another string to your bow, I would be happy to assist in providing your clients with access to the most flexible, accessible QROPS in the world. Whereas you might not have too much of a market for clients in Aus using an Aus QROPS, the NZ alternative immediately provides another option for them. I have been in the industry 23yrs, 18 of which in the UK (mostly as an IFA), am an Authorised Financial Adviser (NZ), Certified Financial Planner (International) and Chartered Life Underwriter (NZ). Colleagues include an international tax specialist, ex-HMRC, PWC and EY in UK, IOM, Bahamas and NZ. Give me a call if you are interested. www.gbpensions.co.nz

[Andrew from Vista Financial]

Hi everyone,

 

Final boarding call for tomorrow, just to confirm that it is a 10.30am start, if there is anyone else that wishes to attend who has not contacted me please let me know ASAP as I order in sandwiches. I look forward to seeing people on the day.

 

Just to also confirm the address is:

 

Professional Investment Services Offices

Level 1, 81 Fullarton Road

Kent Town SA 5067