UK Pension Transfers

Now that you’re in Australia, receive your benefits tax-free when you retire. You’ve earned it!

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You love the Australian lifestyle

Now it’s time to take control of the funds you earned back in the UK.

Find out more

Let us help you

UKPT prides itself on delivering a service to suit your individual circumstances.

We can guide you through the whole process!

Contact us now

The hard part of moving to Australia is over;

now let us make your financial transfer easy.

If you have moved to Australia from the UK, you may have pension funds from an employer or a personal scheme you personally paid into.

If you would like to receive your benefits tax-free in retirement, eliminate long term currency risk and have control over where your benefits are paid upon death, it is worth exploring what this means for your personal circumstances.

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Personal Service

UKPT prides itself on delivering a quality service to suit your individual circumstances. You will deal with the same adviser throughout the transfer process, who will be directly accessible at all times.

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Choice

There are significant choices to be made during the process. Transfer now or later? Where do I transfer my pension to? What tax do I pay? What happens when the funds arrive? Should I convert or retain Sterling?

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Control

With UKPT you are not just a part of a process. We work to your time frames and goals to ensure you retain control over the outcome. You will know the time frame, cost, tax and any other implications prior to transferring your pension.

Finding out is FREE!

Does this sound like exactly what you’ve been looking for? Well let’s commence the process and find out the value of your UK Pension!
We can then investigate whether a transfer will benefit you and guide you through the whole transfer process.

It all starts by simply filling out and electronically signing a Letter of Authority that will allow us to obtain information about your policy on your behalf.

Sign a Letter of Authority

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What is the process? How much does it cost?

Find out the exact process and costs for transferring your UK pension to Australia.

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Why should I transfer my pension?

To see all the benefits of transferring your pension, go to Our Services page.

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Where can I find more information?

Visit the F.A.Q. section to find the answers to all the common questions we are asked.

Testimonials

Dealing with UKPT was an absolute pleasure. They assessed my situation and let me know all my options. Once I understood the benefits for me, we were guided through the process step-by-step. Highly recommended!

Susan

From Liverpool, England, now enjoying retirement in Manly, Sydney.

I knew I had pension funds back home but I always assumed it would be too difficult to transfer to Australia, but the team from UKPT sorted all that out for me quick smart. It really has given me peace of mind to know that my and my family’s future is taken care of.

Harry

From Glasgow, Scotland, now in Noosa, Sunshine Coast.

Needing currency transaction or transfer services?

HiFX are one of the world’s leading international payments providers.

HiFX Online provides you with the quickest and easiest way to convert $50 – $350,000 online at the touch of a button wherever you have access to the internet and as we’re online, there’s no having to telephone your broker or stand in line at the foreign exchange counter of your local bank.

Feel free to use the currency converter tools to assist you in gaining a better idea of your financial position.

Please do not hesitate to contact us if you have any questions about your specific circumstances.

Contact Us

This website contains general advice only. You need to consider with your financial planner (or adviser), your objectives, financial situation and your particular needs prior to making an investment decision. Shartru Wealth and its authorized representatives do not accept liability for any errors or omissions of information supplied on this website.