Andrew from Vista Financial

2nd Poms In Adelaide Seminar - Pension transfers, mortgages etc.

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    Hello all.

     

    Following a very successful Seminar on Saturday and after such positive feedback from other members on here, I will be running a 2nd Seminar to cover:

     

    UK Pension transfers (advantages/disadvantages)

     

     

    These Seminars are small friendly groups so plently of chance to ask questions and also a good way to meet other PIA members as well.

     

    I will be looking to run it in the next few weeks. If you feel that you would be interested in attending please reply to this thread or PM me.

     

     

    Andy

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    Guest chippie74

    count me in on this one!! in need of some advice

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    Would be really keen to get some impartial advice as this is very relevant to us. Please keep me informed - where did you hold the last one?

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    Guest dave&jacky

    Hi Andy we would be interested in this but i dont arrive in Adelaide till early july so maybe we can catch a later date.

    Cheers Dave&Jacky

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    Hi,

    sounds interesting...but how much will it cost to attend? Sorry to ask, it's just I am truly mean :err:/broke.

    Thanks,

    LC

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    Hello all.

     

    Thanks again for your interest in coming along to this, I now have some possible dates to run with for Junes event, which are:

     

    Tues (eve) 24th June

     

    Thurs (eve) 26th June

     

    Sat 28th June @ 1pm

     

    I will go with the majority on these dates, the evening ones will be approx 7pm if chosen.

     

    I have had a good response from people wishing to attend and as the venue holds around 10 adults I may even consider doing two of the above dates. As mentioned it is held in Payneham.

     

    I hope this answers your questions for now and please either PM me or reply to this post if you wish to attend and your preferred date.

     

    Many thanks

     

    Andy

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    The Saturday would be better for me as OH doesn't get back from work until after six and I'd need him to have the kids. Please include me if you are going with this date.

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    Hi

     

    I now have a date of Thursday 26th June for this. It will be held at approx 7pm and the venue will be 270-272 Payneham Road, Payneham.

     

    There are still a couple of places left, so if you want to come along and find out some information on what transferring your UK Pension to OZ is all about and the up's and down's to this let me know.

     

    Regards

     

    Andy

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    Hi Andrew,

     

    I don't know if you have included me in your numbers, I did reply to your email but haven't heard back. I will check if it is feasible to come to the Thursday session as I really want the advice, but it might be tight with OH getting back from work. I was hoping you'd plump for the Saturday!

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    Guest donna T

    Hi Andrew

    Please could you put me down for the Thursday - hubbie will look after the kids.

     

    many thanks

     

    Donna Thomas

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    Hi there

    Can I add my twopenneth worth - we went to the last seminar that Andrew held and it was soooo worth it. We found out lots that we didn't know. Andrew dispelled a lot of myths that we had heard with regards to pension transfers and helped us make our mind up as to what to do with our pensions. There is no pressure at all.

     

    Thanks once again Andrew:)

     

    Lindsey

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    Guest Alipally

    Hi, we're new, but would love to come the the Saturday one if at all possible.

     

    Ali and Jon

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    Hi Ali & Jon

     

    Thanks for your interest in this. The date for the June Seminar is going to be on Thursday at approx 7PM, can you make this?

     

    Failing that I have intentions of running these monthly, so the next one will be the end of July. I generally post some possible dates and run with the majority.

     

    Feel free to contact me via PM or email to discuss.

     

    Regards

     

    Andy

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    Guest Alipally

    Sorry , we are in the Midlands and getting down for the evening is a bit of a challenge in the week. let us know of the July date. thanks

     

    A & J

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    Just to let those of you attending know, there is plenty of car parking at the front of the building. Start time will be 7pm, so maybe arrive at least 5 - 10 minutes beforehand.

     

    My mobile number is 0432317272 if you need to contact me.

     

    Look forward to seeing you on Thursday!

     

    Andy

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    Guest KandC
    Hello all.

     

    Following a very successful Seminar on Saturday and after such positive feedback from other members on here, I will be running a 2nd Seminar to cover:

     

    UK Pension transfers (advantages/disadvantages)

     

     

    These Seminars are small friendly groups so plently of chance to ask questions and also a good way to meet other PIA members as well.

     

    I will be looking to run it in the next few weeks. If you feel that you would be interested in attending please reply to this thread or PM me.

     

     

    Andy

    Andrew,

     

    How about an online seminar for those of us still in the UK and trying to get our visa. My wife and I have pensions that are paid now and need to sort things out.

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    Guest KandC

    Andrew,

     

    the answer is yes. I am a retired police officer and my partner (wife to be) is a BT pensioner. Obviously we want to know how to get our pensions paid to us in Australia when we get there.

     

    With exchanges rates varying etc, we want to maximise the transfer rate.

     

    regards,

     

    Kris and Christine.

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    Chris

     

    The Seminar is on transferring across UK Pension funds whilst in accumulation phase to Australian Superannuation funds and the implications of doing so and not doing so.

     

    Once you have your Pension paid in the UK then you cannot transfer the fund as a whole to Australia. You will need to source companies like HiFX etc with regards to exchange rates.

     

    Regards

     

    Andy

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