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).