UK Pension Transfers?

Andrew from Vista Financial · October 1, 2008

Hi all.

I am thinking of possibly running a UK Pension transfer Seminar here in Adelaide one saturday mid morning in late October or early November.

This will be a Free Seminar covering the advantages and disadvantages around transferring and also importantly the tax implications.

This would be an informal and hopefully informative event and there is no obligation to do anything after.

If this would be of any interest to anyone, please let me know.

Cheers.

Andy.

October 1, 2008

Hi Andy

Depending on the date, we would be interested in coming along and listening to some sound advice as we have NHS and Police Pensions in the UK

Roz

Andrew from Vista Financial · October 2, 2008

Hi Roz.

That's fine, obviously it will not be the 15th November, as we have the PIA meet. I will see how much interest there is and go from there.

Andy

Jo & Steve · October 2, 2008

Hi Andrew, I would be very interested in a pension seminar but unfortunately we will not be there until March next year.

Jo x

Andrew from Vista Financial · October 14, 2008

Hi Jo.

Thats fine, you can come and see me when you arrive if you like.

Roz,

I am thinking the 7th or 22nd Nov. How are these with you?

Andy

October 14, 2008

Hi Andy

Either dates good for us, not got a great deal in the diary yet, happy to go with a date that is good for everyone.

Roz

Claire12 · October 15, 2008

Hi Andy, I asked you previously when would be having your next seminar, 22nd would be better for us, but whatever is best for all and OH can swap shifts at work, Many thanks

Andrew from Vista Financial · October 17, 2008

Hi Calire hope you have seen my reply.

Roz the 22nd seems to be the most favoured so I will go with that and hopefully this is good for you as well. I will post again nearer the time with times and venue details.

Regards

Andy

October 20, 2008

Hi Andy,

We both have pensions in the UK so would be interested in coming along on 22nd November. Thanks.

Jan & Andy

Andrew from Vista Financial · October 21, 2008

Hi Jan & Andy.

Happy for you both to come along, I will update this post nearer the time with full details.

Regards

Andy

Andrew from Vista Financial · October 30, 2008

There has been a fair amount of interest in this one.

The following have requested a place.

Matt & Mandy (Cornish Bus Driver)
Claire 12
KP Nuts
Roz & Richard (Hanson House)
Jayne
Jan & Andy
Dave & Jacky

Looking to start around 11am Saturday 22nd November, will go for around 1 - 1.5 hrs.

Should give you an indication of why you would/wouldn't want/need to transfer your UK Pension to Australia.

Anyone else interested in coming along, please let me know.

Regards

Andy

November 3, 2008

Hi Andy - I can't do the 22nd Nov but I would appreciate some advice on pension transfers....have been here six weeks already so need to move quickly I guess? Do you have any information that could be emailed?

Thanks ver much.

Andrew from Vista Financial · November 3, 2008

Hi there.

If you would like to PM me your email or telephone number I will get in touch with you to arrange something.

Andy.

Carole Jolly · November 3, 2008

There has been a fair amount of interest in this one.

The following have requested a place.

Matt & Mandy (Cornish Bus Driver)

Claire 12

KP Nuts

Roz & Richard (Hanson House)

Jayne

Jan & Andy

Dave & Jacky

Looking to start around 11am Saturday 22nd November, will go for around 1 - 1.5 hrs.

Should give you an indication of why you would/wouldn't want/need to transfer your UK Pension to Australia.

Anyone else interested in coming along, please let me know.

Regards

Andy

Hi Andy

Myself and partner, Andrew have been here a week now and would be interested in attending your seminar too, if there is any room left.

Also, do you do seminars on obtaining mortgages, criteria, the new grants etc etc

Many Thanks

Carole

Andrew from Vista Financial · November 3, 2008

Hi Carole

Hope you are enjoying Adelaide.

I would be more than happy for you both to attend. I will mark your name down and be in touch nearer the time with venue address etc.

I can cover off with you on the day the ins and outs of Mortgage criteria, grants etc. However if you wish to know this inforamation before the 22nd, I would be happy to discuss over the phone.

You could either contact me, details on signature or PM me your number.

Kind regards

Andy

Carole Jolly · November 3, 2008

Hi Andy

So far so good, been very busy.

See you on 22 November. Can leave Mortgage advice until then. thanks

Carole and Andrew

November 4, 2008

Hi Andy

22nd good for us, just about getting our head around everything, been here 10 days now!

Will you let us know the location (if you haven't already put this somewhere and I've missed it in the time that we haven't been on line)?

Thanks and look forward to meeting you and the others coming along

Roz

Scousemouse · November 6, 2008

How did i miss this thread, must be blind, or plain dumb!

Andrew, we only arrive on the 20th, so probably not going to make this seminar, sadly.

Would love to get there if you run another; got an NHS pension that i WILL be transfering...............so count us in on the next one please

Jane

Andrew from Vista Financial · November 7, 2008

Hi Jane.

Yep no problem, however the next one will not be until next year now. If you want to look at this sooner we could arrange to meet once you have settled.

I offer a free initial consultation regarding Pension transfers etc.

Let me know.

Regards

Andy.

November 7, 2008

yes it would be of interest to us but maybe in afew months time

Andrew from Vista Financial · November 11, 2008

Just to finalise time and venue.

The address for this is 270-272 Payneham Road, Adelaide, 5000.

It is a few minutes drive east of the City.

I will start the presentation at 11.30 am and it will run for approx 1hr.

Hope you can all make it and I look forward to meeting you.

Regards

Andy.

November 11, 2008

Thanks for this, looking forward to meeting with you and the other PIA members

Roz

November 11, 2008

Just to finalise time and venue.

The address for this is 270-272 Payneham Road, Adelaide, 5000.

It is a few minutes drive east of the City.

I will start the presentation at 11.30 am and it will run for approx 1hr.

Hope you can all make it and I look forward to meeting you.

Regards

Andy.

Hi Andy

Jacky and i will be there, look forward to it.are you going to Henley Beach saturday

Cheers Dave

Andrew from Vista Financial · November 11, 2008

Hey Dave.

Thanks for that.

Yer we are going on Saturday. It will be nice to meet some new faces and have a chat.

See you there if you're going.

Andy

Andrew from Vista Financial · November 19, 2008

Hello all.

Looking forward to seeing everyone on Saturday.

The following is a list of attendee's down to come:

Matt & Mandy (Cornish Bus Driver)

Claire 12

Roz & Richard (Hanson House)

Jayne

Jan & Andy

Dave & Jacky

Vick & Stu

Carol & Andrew

Ade & Emma

I will be providing light refreshments afterwards, so I would ask if anyone cannot make it please PM or email me and let me know.

Otherwise I look forward to seeing you for an 11.30am start on Saturday.

Regards

Andy

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UK Pension Transfers?

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