UK PENSION TRANSFERS

upcoming seminars & webinars

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 seminar or webinar 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 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

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 actually might be able to turn a current risk into an opportunity.

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

 

28
MAR

Sydney Lunch Seminar | UK Pension Transfers

Wednesday March 28th | 12 noon – 1 p.m.
Level 8, 99 Elizabeth Street, Sydney CBD

4
APR

Webinar | UK Pension Transfers

Wednesday April 4th | 12 noon – 12.45 p.m. AEDT

TBA

Sydney Breakfast Seminar | UK Pension Transfers

TBA| 8 a.m. – 9 a.m.
Level 8, 99 Elizabeth Street, Sydney CB