With our UK pension expertise, you can offer a more holistic service and preserve your client relationships.
Fully compliant with all regulatory requirements, we’re able to offer financial advice in both the UK and Australia.
We perform critical calculations to determine the true value of your clients’ pensions – and whether a transfer is worthwhile.
Qualified in both the UK and Australia, our financial advisers and actuarial staff have transferred thousands of pensions to Australia – and advised UK pension holders for almost 20 years.
With UK regulated pension transfer specialists, we can advise your clients on UK pensions of all kinds – and help transfer them over to an Australian superfund.
From tax calculations and withdrawals to QROPs and compliance, we can look after your clients in a variety of ways after their pension transfer.
While your clients wait to transfer their UK pensions, we can also develop UK-Australia pension strategies to secure greater tax benefits – and a more secure retirement.
UK pensions can only be transferred to a Qualifying Recognised Overseas Pension Scheme (QROPS). PX Pension Exchange can help you establish a QROPS.
By tracking down your clients’ lost pensions, we can help grow their wealth and improve their retirement lifestyle.
We can identify whether maximising your clients’ State Pension entitlements is ideal. And if it is, how they can do so effectively.
If you have clients who live and work outside Australia, we can help create international retirement strategies to suit their changing circumstances.
If you have clients who are going through a divorce, our international team can provide advice on UK pension splitting and transfers.*
*Undertaken by the UK office.