1Likes
-
Free UK Pension Transfer Seminar
Hello all.
I am looking to run another Seminar on the topic of UK Pension Transfers around the middle of March (a Saturday).
The Seminar covers the differences between UK Pension & Australian Superannuation schemes etc and the advantages/disadvantages of transferring and any implications.
There have also been some develpoments of late in the UK regarding how Cash Equivalent Transfer Values (CETV's) for Final Salary Pensions are calculated. The changes were made to try to make it fairer for members of the schemes.
From what I have seen so far this has meant an uplift in Transfer Values of between 15% - 20%.
From the past events I have run they have all received good feedback and I have been told that they were very informative.
If anyone is interested in coming along please let me know.
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)
-
-

Originally Posted by
Andrew Williams
Hello all.
I am looking to run another Seminar on the topic of UK Pension Transfers around the middle of March (a Saturday).
The Seminar covers the differences between UK Pension & Australian Superannuation schemes etc and the advantages/disadvantages of transferring and any implications.
There have also been some develpoments of late in the UK regarding how Cash Equivalent Transfer Values (CETV's) for Final Salary Pensions are calculated. The changes were made to try to make it fairer for members of the schemes.
From what I have seen so far this has meant an uplift in Transfer Values of between 15% - 20%.
From the past events I have run they have all received good feedback and I have been told that they were very informative.
If anyone is interested in coming along please let me know.
Regards
Andy
i would be very interested in this if you could let me know the date?
clare 37 RN/MHN , Alex 5

-
-
Sign us up please, we arrived 3 weeks ago and definitely need some info re pensions. I am on a final salary scheme so will be very interested.
Emma and Mark
Emma & Mark
Arrived 24th January 2009
Settling in quickly!
-

Originally Posted by
Andrew Williams
Hello all.
I am looking to run another Seminar on the topic of UK Pension Transfers around the middle of March (a Saturday).
The Seminar covers the differences between UK Pension & Australian Superannuation schemes etc and the advantages/disadvantages of transferring and any implications.
There have also been some develpoments of late in the UK regarding how Cash Equivalent Transfer Values (CETV's) for Final Salary Pensions are calculated. The changes were made to try to make it fairer for members of the schemes.
From what I have seen so far this has meant an uplift in Transfer Values of between 15% - 20%.
From the past events I have run they have all received good feedback and I have been told that they were very informative.
If anyone is interested in coming along please let me know.
Regards
Andy
Yes would be very interested. Please say it is not in the city !!
-
Hi everyone.
Thanks for your interest. I will look to hold the Seminar on either the 14th or 28th March (Clipsal 500 is 21st!!) I will go with the majority on dates.
The Seminar is held in Payneham which is a few minutes drive from the City, I usually put on sandwiches, drinks etc.
Please let me know which dates will suit and if there is any others interested.
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)
-
-
Hi Andrew,
28th March is better for us too.
Look forward to it
Emma & Mark
Arrived 24th January 2009
Settling in quickly!
-
Andy
I would definitely be interested but won't be able to attend as we won't be over until June.
When will you be running another seminar?
thanks
Tracey
Tracey (44) Darren (46), Keiran (18), Christopher (11), & Ben the dog (5).
Visa Granted Oct 08
Hoping to Migrate in June 09
-
Hi Tracey.
I usually run these every 3-4 months, so will let you know when the next one is!!
So 28th seems to be looking more favourable at the mo.
Will keep you all up to date.
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)
Posting Permissions
- You may not post new threads
- You may not post replies
- You may not post attachments
- You may not edit your posts
Forum Rules
Copyright © 2006 - 2012 Australia Migration Forums
All times are GMT +1. The time now is 11:15 PM.
Bookmarks