Free PIA UK Pension Transfer Seminar

[Andrew from Vista Financial]

Hello all.

 

We have had an influx of enquiries recently from people who are considering transferring their UK Pension to Australia (perhaps something to do with the sterling exchange rate increase) and therefore I thought that I might get a feel from members who might be interested in attending a UK Pension Transfer Seminar.

 

I used to run these on a regular basis (generally 6 monthly) but have not ran one for a while due to numbers.

 

Therefore if there are any members of PIA that would be interested in attending then please let me know either by replying to this thread or PM.

 

 

The Seminar will be free to attend usually runs for around 45-60 minutes and refreshments are provided.

 

It covers off on what you will need to understand when considering transferring your UK Pension to Australia as certainly this can be a very complex area and quite daunting for people.

 

This is a non-pressured environment and gives unbiased informative information around the whole process.

 

I have heard many times of people being pressured or misguided about having to transfer within certain time periods to avoid hefty taxes but this is certainly not the case

 

You should be able to walk away from this presentation with a much better understanding of the pro's and con's of UK Pension Transfers.

 

 

 

The tentative date/times/location will be:

 

Date: Saturday 1st March

 

Time: 11am start

 

Address: Vista Financial Services Offices (107a Main South Road, O'Halloran Hill 5158)

 

 

Please let me know if you feel this would be of interest to you.

 

 

Kind Regards

 

 

Andy

[Andrew from Vista Financial]

Hi

 

Just an update on this.

 

I have had some interest so thought I would post to see if there is anyone else that would be interested in attending.

 

Kind regards

 

Andy

[Karenbfam]

Hi Andy

 

We arrive on 17 Feb and would be very interested in attending. I have an NHS pension that I don't know what to do with.

 

thanks

 

Karen

[Andrew from Vista Financial]

Hi Andy

 

We arrive on 17 Feb and would be very interested in attending. I have an NHS pension that I don't know what to do with.

 

thanks

 

Karen

 

 

Hi Karen

 

Thanks for the interest, I will PM you.

 

 

Regards

 

Andy

[Guest cyprus2001]

Hi

 

Just an update on this.

 

I have had some interest so thought I would post to see if there is anyone else that would be interested in attending.

 

Kind regards

 

Andy

 

 

 

 

 

 

where will the seminar be held as my husband may be interested.

thanks

[Guest jorose]

Andy,

Ged and I would be interested. Cheers.

Jo

[Rammygirl]

Me too will put it in the diary. Mainly for hubbie as not considering transferring my final salary local gov one.

[Naughtons]

We would be interested in attending too:smile:

 

QUOTE=Andrew from Vista Financial;284115]Hello all.

 

We have had an influx of enquiries recently from people who are considering transferring their UK Pension to Australia (perhaps something to do with the sterling exchange rate increase) and therefore I thought that I might get a feel from members who might be interested in attending a UK Pension Transfer Seminar.

 

I used to run these on a regular basis (generally 6 monthly) but have not ran one for a while due to numbers.

 

Therefore if there are any members of PIA that would be interested in attending then please let me know either by replying to this thread or PM.

 

 

The Seminar will be free to attend usually runs for around 45-60 minutes and refreshments are provided.

 

It covers off on what you will need to understand when considering transferring your UK Pension to Australia as certainly this can be a very complex area and quite daunting for people.

 

This is a non-pressured environment and gives unbiased informative information around the whole process.

 

I have heard many times of people being pressured or misguided about having to transfer within certain time periods to avoid hefty taxes but this is certainly not the case

 

You should be able to walk away from this presentation with a much better understanding of the pro's and con's of UK Pension Transfers.

 

 

 

The tentative date/times/location will be:

 

Date: Saturday 1st March

 

Time: 11am start

 

Address: Vista Financial Services Offices (107a Main South Road, O'Halloran Hill 5158)

 

 

Please let me know if you feel this would be of interest to you.

 

 

Kind Regards

 

 

Andy

[Andrew from Vista Financial]

Thanks for the responses folks.

 

Seeing as there is now a fair bit of interest I will make these times and dates firm (post 1).

 

I will PM all those that have replied to this thread to confirm directly as to whether you are coming along.

 

I will be limiting numbers to around 10 - 12 and am now not far away from this so for anyone else interested please let me know.

 

Thanks,

 

Andy

[Andrew from Vista Financial]

where will the seminar be held as my husband may be interested.

thanks

 

 

Hi cyprus2001

 

 

The details are:

 

Date: Saturday 1st March

 

Time: 11am start

 

Address: Vista Financial Services Offices (107a Main South Road, O'Halloran Hill 5158)

 

 

Please let me know if your Husband would like to come along.

 

 

Many thanks

 

Andy

[Andrew from Vista Financial]

Hello

 

I only have 4 spaces left for this now.

 

If you would like to attend this please PM or reply to thread.

 

Many thanks.

 

Andy

[Andrew from Vista Financial]

Hi guys

 

This Seminar is two weeks (tomorrow) away and I now only have 3 spaces available.

 

This is a very good chance for you to understand the position in relation to transferring pensions to Australia or leaving them in the UK.

 

Regards

 

Andy

[l1sa]

Would be interested but unfortunately, not in Oz yet!! Won't be there till June. Maybe catch the next one!!

 

Lisa

[Guest MandiMR2]

Hi Andy,

My partner & I would like to attend please. We arrive the 25th Feb. I have an NHS pension & have a job starting at the RAH, so hoping I can transfer to my future pension. My partner has 3 private pensions & would be needing advice about consolidating them & transferring them to a private one. Do we have to do this in a certain time scale when migrating?

Many thanks Mandi

[Andrew from Vista Financial]

Hi Mandi

 

You are most certainly welcome to the Seminar and I will reserve 2 spaces for you and PM you to confirm details.

 

In answer to your question, there is no time scale in which a pension is to be transferred if a transfer does occur.

 

Have a read of this thread I wrote also, it may help a bit http://www.pomsinoz.com/forum/financial-advice-ask-vista/169401-uk-pension-transfers-information-thread.html

 

Regards

 

Andy

[Andrew from Vista Financial]

Look forward to seeing those coming along tomorrow.

 

Just for info, there is ample parking by the hilltop shops to the side of our offices and also plenty more behind our building.

 

Regards

 

Andy