Free PIA - UK Pension Transfer Seminar

[Andrew from Vista Financial]

Hi guys

 

I will be looking to run a UK Pension Transfer Seminar on Saturday 23rd March to commence at around 10.30 am, the event is free of charge.

 

I used to run these Seminars for PIA members on a fairly regular basis but due to time constraints I have not run one of these for a while.

 

However there will be a couple of changes this time around which are:

 

 

• Change of Venue - Now to be held in the South at O'Halloran Hill (our offices on Main South Road);
  

 

 

• Limited to 10 people max (Husband and Wife = 2 people).
  

 

This event is held in a relaxed environment and lasts for around 45 minutes and covers off the situation regarding transferring UK Pensions to Australia including implications, taxation, advantages and disadvantages along with an explanation of how the UK Pension system works versus the Australian Superannuation system.

 

 

If you are interested in attending please reply to thread or PM me, we also provide refreshments afterwards.

 

 

Kind Regards

 

 

Andy

Edited February 18, 2013 by Andrew from Vista Financial

[Dancer Family]

Hi, I will be interested in attending this, could you please let me know the address of the offices, thanks. Jason

[Andrew from Vista Financial]

Hi Jason

 

Thanks for the response.

 

Sure the office address is 107a Main South Road, O'Halloran Hill, so pretty much opposite Hallett Cove.

 

I'll pencil you down and PM you to confirm nearer the time.

 

 

Regards

 

Andy

[Andrew from Vista Financial]

Evening folks.

 

7-8 spaces now only available for this.

 

As said this is a non-pressurised environment and is all about giving an overview of what seems to be for most people a minefield.

 

There seems to be lots of misconstrued information out there around having to transfer Pensions within 6 months or face big tax charges amongst other things and this will set things straight and discuss only facts.

 

You may also want to have a look at this thread which is an overview of transferring UK Pensions http://www.pomsinadelaide.com/forum/pensions-mortgages-ask-vista/34766-uk-pension-transfers-information-thread.html

 

I will also discuss the UK State Pension and your options with regards to this as well as the Australian Age Pension and how this works in Australia.

 

As said above if you are interested in attending please PM or reply to thread.

 

Regards

 

Andy

Edited February 28, 2013 by Andrew from Vista Financial

[Ed13]

Hi Andy,

I am interested

 

Eddie

[Andrew from Vista Financial]

Thanks Ed,

 

I'll send you a PM confirming details.

 

Cheers,

 

Andy

[Andrew from Vista Financial]

Hi

 

We still have spaces available for this if there are any other members interested.

 

Thanks

 

Andy

[Ktee]

What a great idea Andrew, I know you received excellent feedback last time you did them. I just need you to do some in our neck of the woods

[Andrew from Vista Financial]

Anymore takers guys?

[Misplaced]

Once we get there Andy we will definitely attend one and see you about things.

 

Hope you're well.

 

Mis

[Wisette]

We're travelling out on the 2nd May so to late for this one but keep me posted on your future plans for a seminar

Thanks

Mark

[Andrew from Vista Financial]

Once we get there Andy we will definitely attend one and see you about things.

 

Hope you're well.

 

Mis

 

Hi Mis

 

Very well thanks and hope you are too, look forward to meeting with you when you're here in Adelaide in due course

 

 

Andy

[Andrew from Vista Financial]

We're travelling out on the 2nd May so to late for this one but keep me posted on your future plans for a seminar

Thanks

Mark

 

Hi Mark

 

I will do, good luck with your plans in the meantime.

 

Regards

 

Andy

[Bevev's]

Andy,

 

Is there any room for me please?

 

Bev

[Andrew from Vista Financial]

Andy' date='

 

Is there any room for me please?

 

Bev[/quote']

 

Hi Bev

 

Thanks for your interest.

 

Yes there are places left so I will pencil you in, would you like 1 place or 2?

 

Andy

[Andrew from Vista Financial]

Morning all.

 

The Seminar is next Saturday 23rd March, we have 5 seats available for anyone else that is interested.

 

Regards

 

Andy

[Andrew from Vista Financial]

Only a few more days to go and being held on Saturday morning at my offices in O'Halloran Hill.

 

We still have spaces available so shout out if you would like a seat

 

Andy

[Andrew from Vista Financial]

Just a quick thanks to everyone that turned up this morning.

 

I hope that you found it of interest and informative.

 

Talk soon.

 

Regards

 

Andy