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Pensions Transfer
The Impact of Interest Rates on Your UK Pension Transfer
February 23rd, 2024Following several years of the RBA keeping Australia’s Cash Rate Target below 1.00%, successive interest rate rises throughout 2022 has seen the cash rate reach highs not seen in over a decade. While the focus on rate rises is the impact on inflation, the stock market or local property markets, less is understood about theread more
UPDATE: UK State Pension Top-Up Deadline
June 16th, 2023Eligible UK expats and Aussies that worked in the UK have been granted extra time to top up their UK State pension entitlements. The initial cut-off date for new rules impacting the amount you can top up was initially slated for 5 April 2023 and then subsequently pushed back to 31 July 2023. Given theread more
UK State Pensions: Mitigating the Impact of Inflation and Market Volatility
August 11th, 2022Rising inflation across the globe is having an impact on just about every industry, family and business. This includes property market dynamics, rising home loan repayments, strained household budgets and the rising cost of living. UK expats looking to claim the State Pension in Australia may also feel the effects. If you have previously workedread more
Your UK State Pension Guide
October 1st, 2019For those that are eligible, claiming a UK State Pension is a great way to boost your income in retirement. Unlike the Australian Age Pension, the UK State Pension is not means tested, and even if you haven’t worked there for years, you could still claim. And as the uncertainty of the current political andread more
Your UK Pension Lump Sum – Could you be sitting on a goldmine?
May 31st, 2019As people move from job-to-job over their working lives, they are likely to accumulate several super funds, which now given that they are less likely to be eaten up by insurance premiums, could potentially add up to a fairly significant income stream in retirement. While many struggle to locate, consolidate and take advantage of theseread more
Claiming your UK State Pension
February 19th, 2019Have 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, 20185 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, 2017Pension 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
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