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    1. #1

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      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
      Snape Family likes this.
      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)

    2. #2

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      Quote Originally Posted by Andrew Williams View Post
      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

    3. #3

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      Hi Andrew, we would be interested in attending this seminar but will not arrive until the 13th March, if we cant make this one we will attend your next one.

      Thanks

      Jo & Steve
      Interview March 2008
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      Meds September 2008
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    4. #4

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      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!

    5. #5

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      Quote Originally Posted by Andrew Williams View Post
      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 !!

    6. #6

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      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)

    7. #7

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      Hi Andrew, the 28th will be better for us as we do not arrive until the 13th so think brain will not be in gear for a few days. Look forward to meeting you when ever it may be.

      Jo
      Interview March 2008
      Job Offer Accepted March 2008
      Meds September 2008
      Visa Submitted October 2008
      Request for More Info November 2008
      More info lost in Oz!!!!!!
      More info sent AGAIN December 2008
      Visa 457 granted Jan 2009
      Flights booked 11 March 2009
      Arrived Adelaide 13 March 2009
      Visa 857(RSMS PR) lodged 9 October 2009
      Visa 857(RSMS PR) granted 12 October 2009

    8. #8

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      Hi Andrew,
      28th March is better for us too.
      Look forward to it
      Emma & Mark
      Arrived 24th January 2009
      Settling in quickly!

    9. #9

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      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

    10. #10

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      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)

     

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