UK PENSION TRANSFER SEMINAR

Peer Wealth     bdhSterling

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Peer Wealth is hosting a free seminar in partnership with bdhSterling, for UK expatriates with pension schemes in the UK. bdhSterling, is a global pension transfer specialist group with branches throughout Australia.

When: Monday 8th October, 7pm for a 7:30pm start.

Where: Manly 18FT Skiff Club, Harbourview Room

The topics include:

  • Under 55-year-old and over 55-year-old transfer options

  • Brexit implications

  • Protection from currency fluctuations

  • UK Interest rate increases and the effects on pension values

  • Estate planning implications

  • The status and liquidity of pension schemes in the UK

  • Scams- the importance of engaging a pension transfer company
    with credentials, experience and appropriately licensed advisers.

  • The transfer process

  • Taxation advantages and greater investment choice

 

The seminar will run for one hour and includes a Q&A session.

This seminar is a must for UK expats with pension schemes in the UK and considering a transfer to Australia.

Benefits of attending:

  • Understand the benefits of transferring your pension  scheme

  • Learn about your options to transfer your pension

  • Discuss your pension with an experienced pension transfer specialist

This seminar is a must for UK expats with pension schemes in the UK & considering a transfer to Australia.

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2017 SNB Business of The Year

2017 Professional Services Award

Tel. (02) 8014 7608

Email. info@peerwealth.com.au

Mon - Friday 8:30am-5:30pm

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Manly Office

202b / 39 East Esplanade Manly NSW 2095

Forster Office

12 Wallis St Forster NSW 2428

 

Mon-Friday 8:30 - 5:30pm

Liability limited by a scheme approved under Professional Standards Legislation.* *Other than for the acts or omissions of financial services licensees