Free

UK Pension Transfers Breakfast - November 23rd

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Brite Australia office

99 Elizabeth Street (cnr King Street)

Level 8

Sydney, NSW 2000

Australia

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UK Pensions Transfers at Lower Cost and Higher Quality through Financial Technology (Fintech)

Have you lived or worked in the UK and have frozen or preserved pension rights? Then please join Dr. Richard Johnsson for a light breakfast covering UK pension transfers.

Firstly, we'll be bringing guests up to date with the latest changes to both the UK and the Australian regulations. Topics covered include:

  • Defined Contribution vs Defined Benefit vs State pension
  • UK Pension Rules vs Australian Superannuation Rules
  • UK SIPP vs Offshore Qrops vs Australian Qrops
  • UK Pension Access Rules
  • UK Pension Death Benefits
  • Transfer Taxation (UK Lifetime Allowance, UK Overseas Transfer Charge, Australian Caps)
  • Drawdown Taxation (UK Tax Free Lump-sum, Income Taxation)
  • Currency Swings - Turn Risk into Opportunity
  • UK Pension Crisis - Turn Risk into Opportunity

Secondly, we will also explain how Brite can deliver higher pension quality at a lower cost using the latest financial technology (Fintech).

There will be time for questions as well.

Please feel free to bring a friend or colleague this might be relevant to.

We will send you a confirmation email and a reminder.

- - PLEASE NOTE THE MEETING IS NOT RELEVANT FOR HOLDERS OF UK STATE & CIVIL SERVANT PENSIONS ONLY - -

Previous seminars have sold out so make sure to register today. To register please click the REGISTER button.

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Date and Time

Location

Brite Australia office

99 Elizabeth Street (cnr King Street)

Level 8

Sydney, NSW 2000

Australia

View Map

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