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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Important Information

Peer Wealth Pty Ltd is a Corporate Authorised Representative (Representative No, 001281977) ABN 24 115 294 463 of Futuro Financial Services Pty Ltd, Australian Financial Services Licensee (AFSL 238478)

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P: (02) 8014 7608

E: info@peerwealth.com.au

Postal Address:

PO Box 444

Manly NSW 2095

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. Futuro Financial Services Pty Ltd and its authorised representatives (or credit representatives) do not accept liability for any errors or omissions of information supplied on this website.

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Manly NSW 2095

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Shop 2, 12 Wallis Street

Forster NSW 2428

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