We assist migrants from the UK and returning ex-pats to explore their eligibility to transfer their UK pension funds.
We have built relationships with pension specialists in the UK to ensure transfers are handled efficiently and correctly and are fully conversant with all legislative changes.
Recent changes to UK regulations have allowed non-UK residents to transfer and consolidate their retirement savings to a more appropriate, low-cost structure which allows more flexible investment choices to create wealth.
It is highly recommended that before making any decision on transferring a pension, you should speak to a registered financial adviser who is aware of both the UK and Australian pension and tax regulations. As a financial adviser regulated by ASIC, we are bound to act in our client’s best interests. Therefore, you can assure you will receive a professional and objective analysis of your finances once you have determined whether a pension transfer is the right option for you.
from.
2004
Over 15 years of expertise
About me
Colette Pieniazek – Australian Advanced DFP – UK Pension Specialist Adviser / Financial Adviser
Authroised Representative No – 1252435
Tax Practitioners Boards Registration No – 25644797
I am a UK migrant hailing from Manchester now residing in Perth, Western Australia since 2004. In the UK I administered pensions assets for a large, chartered accounting firm and have specialised in this field for most of my working life.
Since emigrating to Australia, I gained my Advanced Diploma in Financial Planning and SMSF adviser accreditation. My extensive knowledge on the pensions industry and being a migrant myself, assists me to understand the challenges people face when relocating to a new country.
I draw on my extensive knowledge of the UK pension system to ensure that pension assets are transferred correctly and without delay to the highest level of technical expertise and service.