Andrew from Vista Financial

PIA UK Pension Transfer Seminar (& State Pension)

    Recommended Posts

    Good afternoon.

     

    We are looking to run another UK Pension Transfer Seminar (with an element covering the UK State Pension) again in the next couple of months.

     

    We used to run these Seminars on a regular basis for PIA members but things have been extremely hectic and we have not been in a position to do so recently.

     

    The Seminar is a free event and it covers off the complex area of UK Pension Transfers to Australia. After attending this event it should help you understand the complexities involved and whether you wish to consider transferring your UK Pension.

     

    There have been some major changes lately to the UK Pension system and it is really a good idea to understand what these changes mean to you and the implications of transferring a pension to Australia or not.

     

    I will also touch on the UK State Pension and what happens to it once someone moves to Australia.

     

    My initial thoughts are to hold this around mid August, I run these on a Saturday mid-morning and the venue is in Kent Town.

     

    The Seminar usually runs from between 45 - 60 mins depending on how many questions are asked and we also provide sandwiches and drinks.

     

    If you feel that this would be of interest to you and you would like to come along then please let me know.

     

     

    Regards

     

     

    Andy

    Share this post


    Link to post
    Share on other sites
    Guest hughescl
    Good afternoon.

     

    We are looking to run another UK Pension Transfer Seminar (with an element covering the UK State Pension) again in the next couple of months.

     

    We used to run these Seminars on a regular basis for PIA members but things have been extremely hectic and we have not been in a position to do so recently.

     

    The Seminar is a free event and it covers off the complex area of UK Pension Transfers to Australia. After attending this event it should help you understand the complexities involved and whether you wish to consider transferring your UK Pension.

     

    There have been some major changes lately to the UK Pension system and it is really a good idea to understand what these changes mean to you and the implications of transferring a pension to Australia or not.

     

    I will also touch on the UK State Pension and what happens to it once someone moves to Australia.

     

    My initial thoughts are to hold this around mid August, I run these on a Saturday mid-morning and the venue is in Kent Town.

     

    The Seminar usually runs from between 45 - 60 mins depending on how many questions are asked and we also provide sandwiches and drinks.

     

    If you feel that this would be of interest to you and you would like to come along then please let me know.

     

     

    Regards

     

     

    Andy

     

    Hi Andy yes please this would be realy useful

     

    Thanks

    Claire

    Share this post


    Link to post
    Share on other sites

    Hi Andrew,

     

    We would also like to attend your seminar, could you keep us in the loop and let us know date.

     

    Thanks, Tracey

    Share this post


    Link to post
    Share on other sites
    Guest carolyn

    yes,would be very intrested to find out more from you on the pension situation.let us know where and when

    Carolyn & Steve.

    Share this post


    Link to post
    Share on other sites

    Thanks for the replies, some good interest in this therefore I will set a time and date as follows:

     

    • Saturday August 13th
    • 10.30 am start (please arrive 10 mins before)
    • Presenatation duration between 45 mins to 1 hour (people can stay behind after for drinks, food etc)

    Location is:

    • Professional Investment Services Offices
    • Level 1, 81 Fullarton Road
      Kent Town SA 5067

    I will send a reminder PM nearer the time to those that have replied to confirm attendance.

     

    Regards

     

     

    Andy

    Share this post


    Link to post
    Share on other sites
    Guest karyn

    Would really like to attend! Thanks for arranging this!

    Karyn

    Share this post


    Link to post
    Share on other sites
    Guest taunton

    Hi Andy

     

    Please add me to the list of people attending...thanks

    Wendy

    Share this post


    Link to post
    Share on other sites
    Guest MAGS&TREV

    Hi Andy

     

    If there are still places myself and my husband would like to attend tomorrows session.

     

    Cheers

    Margaret

    Share this post


    Link to post
    Share on other sites
    Hi Andy

     

    If there are still places myself and my husband would like to attend tomorrows session.

     

    Cheers

    Margaret

     

     

     

    Hi Margaret

     

     

    It would be great to have you along and yes there are seats still available however the Seminar is next Saturday 13th August.

     

    If you would still like to come along then please let me know and I will mark you down for 2 seats.

     

    Many thanks,

     

    Andy

    Share this post


    Link to post
    Share on other sites
    Guest MAGS&TREV

    Thanks Andy, Silly me wishing the month away. Yes thats great will be there next Saturday 13th.

    Share this post


    Link to post
    Share on other sites
    Guest Swisstony

    Hi Andy.

     

    You may not be interested, but an alternative for your UK ex-pat clients in Australia is an NZ QROPS. Limiting the advice to only Aus products does not give clients the full picture on transferring their UK pensions as they can legitimately access NZ schemes under the UK's Finance Act 2004 and Pensions Act 2007. Australian legislation is not an issue, although there are tax considerations - even though all the Aus domiciled clients I have dealt with have found these to be minimal compared to the very significant advantages offered by going via NZ. If you would like another string to your bow, I would be happy to assist in providing your clients with access to the most flexible, accessible QROPS in the world. Whereas you might not have too much of a market for clients in Aus using an Aus QROPS, the NZ alternative immediately provides another option for them. I have been in the industry 23yrs, 18 of which in the UK (mostly as an IFA), am an Authorised Financial Adviser (NZ), Certified Financial Planner (International) and Chartered Life Underwriter (NZ). Colleagues include an international tax specialist, ex-HMRC, PWC and EY in UK, IOM, Bahamas and NZ. Give me a call if you are interested. www.gbpensions.co.nz

    Share this post


    Link to post
    Share on other sites

    Hi everyone,

     

    Final boarding call for tomorrow, just to confirm that it is a 10.30am start, if there is anyone else that wishes to attend who has not contacted me please let me know ASAP as I order in sandwiches. I look forward to seeing people on the day.

     

    Just to also confirm the address is:

     

    Professional Investment Services Offices

    Level 1, 81 Fullarton Road

    Kent Town SA 5067

    Share this post


    Link to post
    Share on other sites

    Create an account or sign in to comment

    You need to be a member in order to leave a comment

    Create an account

    Sign up for a new account in our community. It's easy!

    Register a new account

    Sign in

    Already have an account? Sign in here.

    Sign In Now