Return to Services

UK pensions

Have you ever lived in the UK?

We have teamed up with Montfort international, a UK based financial planning firm, to assist in the management of U.K pension’s and all other Global financial planning needs.

Some questions that you may wish to consider are:

  • Have I got all of my UK pensions in one account?
  • Where is my UK pension invested?
  • What are the fees and returns on my UK pensions?
  • Am I taking advantage of any tax concession from working in the UK?
  • Am I able to get a government pension from the UK?
  • Have I thought about the tax consequences of retaining UK pensions? 
  • Can/Should I transfer my UK pension to Australia? If so, when? 

Disclaimer: This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.