Free

UK Pension Transfers Lunch - December 18th

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Location

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 lunch covering UK pension transfers.

We will explain how you mitigate many of the issues you might face as an Aussie resident with a UK pension, and in some cases might be able to turn a current risk into an opportunity.

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 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
  • UK SIPP vs Offshore Qrops vs Australian Qrops
  • Currency Swings
  • UK Pension Crisis and the Defined Benefit Pension Schemes

Secondly, we will explain how Brite decided to 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.

[ Can't make it this time? More seminars and webinars at www.qrops.net.au/seminars ]

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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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