Transfer Solutions | FinSec PTX

One solution does not fit all.

One solution does not fit all.

One solution does not fit all.

Solutions2018-04-17T08:09:26+00:00

A Tailored Transfer

In the last couple of years the rules around UK pension transfers has changed significantly. These changes have added a layer of complexity and today pension transfers can no longer be treated as an isolated transaction – it’s fair to say ‘one solution does not fit all’.

Complexity

Whilst no two transfers are the same, there are common benefits

There are costs and risks to a program of action, but they are far less than the long range risks and costs of comfortable inaction. – John F. Kennedy

A tailored transfer, discover more

Pensions are an intrinsic part of your wealth management and financial planning strategy. The suitability of a transfer and how it fits in your overall plan will be driven entirely by the needs and objectives of you… and your family.

At FinSec PTX we offer a range of solutions that will be tailored according to your individual circumstances and the associated complexities. In our experience UK pension transfers fall into three broad categories; Over 55 Large Case/ Complex Transfers, Over 55 Standard Transfers and Under 55 Transfer solutions.

Over 55 Large Case Transfer Solution

OVER 55
LARGE CASE TRANSFER


You are over 55 years of age with a company or personal pension.

Your pension + super combined may breach UK or Australian (or both) rules. You are eligible to transfer with an ‘all’ considered strategy.

Find out more >

Over 55 Standard Transfer

OVER 55
STANDARD TRANSFER


You are over 55 years of age with a company or personal pension.

Your pension + super combined does not breach UK or Australian rules. You are eligible to transfer and seek the knowledge & clarity to proceed with confidence.

Find out more >

Under 55 Transfer Solution

UNDER 55
TRANSFER SOLUTION


You are under 55 years of age and have a company or personal pension.

You need a solution that positions you for a successful transfer in the future.

Find out more >

Not sure where to click? Discover the solution that is right for you.

CLICK HERE
CLICK HERE

Without the correct advice it is impossible to know whether a transfer is in your best interests or not, yet alone whether it can be carried out correctly.

Regardless of intent, simple mistakes made out of a lack of understanding can have a lifelong impact, often costing thousands of dollars.

FinSec PTX are at the forefront of both UK and Australian legislation and have become experts in interpreting its impact on the transfer process – a key reason why other advisers outsource this area of expertise to us.

With good advice comes the ‘light bulb’ moments
COMMON MYTHS BUSTED

With constant change, comes a lack of clarity and potential
misunderstanding… the truth might surprise you

COMMON MYTHS BUSTED