STANDARD TRANSFERS

Over 55 Large Case Transfer - Finsec PTX Adelaide

Just like the red London bus our Over 55 Standard Transfer solution is designed to get you (your pension) from ‘A to B’ in the most efficient and cost effective manner possible.

Whilst all aspects of your unique financial situation are considered this solution is primarily focussed on administration, process and navigating the (ever changing) pension transfer rules of both countries.

At Finsec PTX we make it our business to simplify the complex, so you can sit back, avoid any potential frustration or anxiety and let our specialists do their job.

Eligibility

Who can and can’t transfer? Learn more.

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Our over 55 standard transfer service includes:

  • A complimentary discussion where together we will identify the issues or gaps that need to be addressed to meet your financial and lifestyle goals and objectives. You can then decide with confidence if you want comprehensive advice or advice limited to your UK Pension Transfer.

  • A Pension Transfer Report (Statement of Advice) that considers your circumstances to determine whether it is appropriate to transfer and why.

  • Transfer to or establish a QROPs Compliant Super Fund.

  • A fully integrated (UK & Australia) service that tracks and manages your funds through to their deposit into your Australian Fund in an efficient and compliant manner.

*Information provided on this website is general in nature and does not constitute financial advice please refer to Disclaimer for further information.

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What to expect: our fully integrated pension transfer solution >