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Claiming your UK State Pension

Pensions Transfer

Claiming your UK State Pension

February 19th, 2019

Have you been keeping an eye on the newspapers? Our Pensions team have been hard at work fielding queries from a number of UK immigrants, returned Aussie expats and others who have worked in the UK previously – all looking to top up their UK State Pension and set themselves up for an even moreread more

Last Chance to Increase your UK State Pension at Lower Class 2 Rates

September 20th, 2018

5 April 2019 – seems like a fairly unimportant date to most, but if you’ve eligible to purchase UK National Insurance Credits at the Class 2 rate, it’s D-Day. On the 5th (which will come around sooner than you may think), Class 2 rates will be abolished by the UK government and you’ll be stuckread more

QROPS Changes and the Contributions Cap

April 25th, 2017

Pension transfers may seem more complex than ever following the changes on 8 March 2017. Ideally, you would need financial advisors who will look at all of your benefits in Australia and UK to ensure that you are compliant with the legislations of both countries. Whilst advisors do not have a crystal ball for jobread more

Important Changes on QROPS Rules

March 16th, 2017

If you are in the process or planning to transfer your UK pension to Australia, it is important that you stay informed on the latest rule changes on Qualifying Recognised Overseas Pension Scheme (QROPS). Early in March, Her Majesty’s Revenue and Customs (HMRC) announced that payments made to QROPS may be subject to 25% UKread more

Increase Contributions at Lower Class 2 Rates to Maximise Your UK Pension

February 16th, 2017

If you have ever worked in the UK then you will have paid National Insurance contributions. These contributions are paid by workers and employers towards the cost of certain state benefits, one of which is the State Pension. When you left the UK you may have filed away a letter from HMRC which confirmed howread more

MP+ Pension Transfer Information Evening

December 1st, 2016

Thank you to everyone who attended our information evening on 29 November. We had the pleasure of hearing from guest speaker Philip Parker, Executive Chairman/Chief Investment Officer from Altair Asset Management who discussed the market outlook for the GBP and explained their portfolio. Our pension transfer team explained the options available for transferring UK Pensions andread more

UK Pension Transfers Seminar – Tuesday, 29 November 2016, 6pm

October 25th, 2016

Date - Tuesday, 29 November 2016 Time - 6:00pm - 7:00pm Venue - 5 Davidson Terrace, Joondalup Join our Pension Transfer Specialists for an interesting evening as we discuss the options available for transferring your UK Pension. We're also excited to have guest speaker Philip Parker, Executive Chairman of Altair Asset Management and one of Australia's topread more

Proposed Changes to Superannuation in the 2016 Federal Budget

May 26th, 2016

The government’s delivery of the Federal Budget last 3 May 2016 caused what others refer to as “the biggest shake-up in superannuation since the Howard/Costello changes of the 2006 Budget.” Among the key super reforms that were proposed were: The revision of non-concessional (after-tax) super contributions  to a $500,000 lifetime cap from the $180,000 annualread more

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