A UK Pension Transfer service designed with
your ‘end game’ in mind.

A UK Pension Transfer service designed with
your ‘end game’ in mind.

A UK Pension Transfer service designed with
your ‘end game’ in mind.

Discover how one size does not fit all – Find a Solution to suit you.

Discover how one size does not fit all – Find a Solution to suit you.

Discover how one size does not fit all – Find a Solution to suit you.

MORE THAN A TRANSFER SERVICE

MORE THAN A TRANSFER SERVICE

MORE THAN A TRANSFER SERVICE

Australia’s #1 Transfer Service

Leading experts in both transfer and Self Managed Super Fund strategy.

Home2018-07-13T03:44:29+00:00

FINSEC PTX IS A GLOBALLY RECOGNISED UK PENSION TRANSFER SERVICE

With offices in both Perth and Adelaide, we provide considered and practical advice to returned/returning UK Expats and UK migrants who are looking to transfer their pension to Australia.

With 25+ years of knowledge and expertise, it is our holistic approach to transfers that makes our service unique.

Historically a transaction based service, today, complexities enforced by HM Revenue and Customs (HMRC), the Australian Taxation Office and Australia’s superannuation system means that every transfer is different.

Compliance aside, in order to maximise the benefits of your transfer, strategy must be considered in the context of your individual circumstances.

We believe that the quality of your transfer is directly proportional to the knowledge and expertise of your team. At FinSec PTX your experts include:

  • Australian pension transfer specialists
  • QROPS specialists
  • UK advisers (affiliates)
  • SMSF specialists
  • Broader financial planning specialists

FinSec PTX offers a range of tailored services to
suit different transfer scenarios.

Our solutions include:

Not sure where you fit? Click here to find out more.

What our clients say

We had been getting very distressed about the changing rules in the UK and needed advice we could rely on in transferring our pension to Australia. From the minute we spoke with David we felt he was listening to our concerns and his obvious knowledge in this field was a huge comfort. We were helped every step of the way and despite additional changes by the UK Government during this time David was in regular contact to explain what was going on.

Jacquie, Western Australia

We would recommend anyone to contact Finsec as they are easy to deal with, they listen, keep you informed and provide a great service from start to finish – this takes away so much of the stress involved.

J Hewitt, Western Australia

The only constant in the world of pensions whether they are in the UK or Australia is that the rules change constantly – This is what makes the task of transferring so challenging. I have no hesitation in providing this testimonial to David Ford of Finsec Partners as for the last 2 years, David has always been there to advise and help and has always upheld the very high professional standards required for this complex area of financial advice.

John, NSW

I understood that this would be a tricky transaction and that I needed a UK based organisation to establish my SIPP. David was very clear with me; my options, what to expect with each and I really felt I could trust him. He never sold a solution to me – just presented my options. He had a long standing relationship with the UK based organisation he recommended and it just felt right.

Bill, Western Australia

They choose us

We work with:

  • One of the big four Australian Banks

  • Accounting Professionals Australia wide

  • Financial Advisers Australia wide
  • The largest SMSF administrators in Australia
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FREE TRANSFER CHECKLIST

The Smarts you won’t find on google. Understand the thinking
required for a considered transfer.

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