The FinSec Partners Team - UK Pension Transfers | FinSec PTX

When Partnering with FinSec you begin a new chapter. You are supported by a team of industry experts who believe good strategy and innovation can only be driven by forward thinking. Our advisers will challenge your ideas and are passionate about you achieving your goals. We believe good financial advice can provide lifestyle choices when you need them most.

FinSec PTX is a specialist pension transfer service of FinSec Partners. The FinSec team are transfer experts dedicated to helping British migrants and returning Australian citizens get the most out of their UK pension funds.

People migrating from the UK to Australia and Australians returning after working in the UK, need to consider several factors when determining what to do with any pension funds they have accumulated. The rules and laws that cover how, when and where funds can be transferred are complex and often built on shifting sands. Getting expert advice could potentially save you thousands of dollars.

Lead by Australia’s most respected UK pension transfer specialists, the FinSec PTX service combines a comprehensive knowledge of Australian superannuation, the UK legislative environment and pension fund complexities to provide clarity around the feasibility and cost of transferring your preserved UK benefits to Australia.

Transfer advice considers taxation, currency and market fluctuations to provide the comparative analysis required to make an informed and confident transfer decision.

If and when a transfer is deemed to be the correct course of action, FinSec’s authorised advisers will arrange a compliant transfer from your UK scheme to your Australian fund.

Our end-to-end service delivers a cost effective solution that assures total peace of mind for a safe and secure pension transfer.

The FinSec Partners Team - UK Pension Transfers | FinSec PTX

When Partnering with FinSec you begin a new chapter. You are supported by a team of industry experts who believe good strategy and innovation can only be driven by forward thinking. Our advisers will challenge your ideas and are passionate about you achieving your goals. We believe good financial advice can provide lifestyle choices when you need them most.

who we are

These are the 15 simple words that provide the crucial focus for us every day. They are the 5 core values by which we work. They line our office corridors as a reminder of who we are and what we stand for.

  • United we stand
  • There’s always a better way
  • Straight talk
  • Pursue excellence
  • Respect is earned

At FinSec Partners we believe that by understanding what motivates you financially we will be better equipped to guide you. It is clear that wealth contributes to wellbeing, yet there are many unhappy people in this world who are financially secure.

It is important to understand the balance between wealth and wellbeing. We feel money should be seen as a means to an end, not an end in itself. By understanding what drives your financial behaviour we can tailor our advice to ensure that your strategy is aligned to your personal values and ultimately leads to a more fulfilling life.

We are 100% privately owned and operated by the people who work in our office. By choosing to be self-licensed FinSec Partners have the control and flexibility to work with any product provider or institution in the market.

We control our own business systems and our clients benefit from the flexibility and simplicity that this brings. Our ethos on the other hand, remains big business orientated. As such we invest heavily in our people, technology and corporate governance. This includes:

  • our own in-house investment committee
  • a strong compliance culture
  • accountability to our industry regulators
  • a highly educated and informed team that enjoys the benefit of ongoing training and professional development
  • a commitment to a code of ethics that guides us as professionals.

Our world of knowledge

Meet the transfer team

Scott Noell
Scott NoellPartner

With 30 years experience in the financial planning industry, Scott Noell is a partner and key driver of the FinSec Partners business. Scott built his impressive career foundations specifically within insurance and superannuation before applying himself to more holistic financial planning practices…

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Oliver Gray
Oliver GrayProvisional Financial Adviser

Oliver’s (Oli) initial exposure to UK pensions was as a post-graduate in a large administration company servicing Final Salary & Defined Contribution pension members. Following a promotion, Oli acted as a senior pensions administrator, responsible for authorising and finalising pension & QROPs transfer payments. In 2019 Oli moved from the UK to Australia, joining FinSec soon after. Oli’s cross hemisphere pension transfer experience gives him a unique perspective, that is highly valued by both clients and team members alike.

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What our clients say

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

Bill, Western Australia

Thanks to FinSec my money is now safely invested in the UK until I decide next steps. Whats more I managed to preserve the transfer figure I had been given by the Pension Fund and avoided falling into a costly, unregulated arrangement. My experience was excellent and I can vouch for the service.

J Gorman, Western Australia

My wife and I embarked upon the complicated journey of moving our UK pensions 2 years ago and expected it to take at least another 3 years. One of the very good decisions we was to use the services of a major Australian Bank who assigned us one of their trained advisors in UK pension transfers, an independent specialist pensions transfer advisor from Finsec Partners.  The advice has been excellent and has helped to ensure that we have met the complex but necessary rules that govern UK pensions transfers. My own background is strong in both Corporate Governance and Finance however I doubt that I could have succeeded in this task without outside expert advice.

John Stevens, 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 for FinSec Partners as for the last 2 years, they have always been there to advise and help and have always upheld the very high professional standards required for this complex area of financial advice.

John, NSW

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 FinSec we felt our concerns were listen to and their 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 they were in regular contact to explain what was going on.

Jacquie, Western Australia

Although it was a lengthy process we eventually got our money to Australia and we are still getting great support and assistance from Finsec in regard to the Self-Managed Super Fund – which is wonderfully reassuring.

We believe the key has been communication, understanding and knowledge.

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