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Partners for life

pension transfer

  • key services
  • UK pension consulting
  • maximising UK state pension benefits
  • tax advice

We assist migrants to thrive in their new home and take advantage of the abundant business, employment and lifestyle opportunities offered in WA.

Whether you’re here on a permanent or temporary visa, we’ll guide you through the myriad of financial, commercial, insurance and legal issues that occur when relocating. Whether it be maximising your entitlement to a UK State pension, tax planning, personal investment, buying a business or sourcing finance for commercial, investment or personal needs, we provide tailored solutions to suit your circumstances.

For transferring your UK Pension to Australia, the team at Pension Transfer Specialists are on hand to answer any questions and help you through the process.

We act as a business network for clients, putting them in touch with reliable professionals in the areas of real estate, legal services and insurance. Even if you’re still in the United Kingdom and thinking about your move, McKinley Plowman can demonstrate how your pension assets can be used to build a solid foundation in Australia.

PTS Financial Planning is the trading name of PT Services (WA) Pty Ltd. PT Services (WA) Pty Ltd and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306

Pension Transfer Specialists (PTS) are the providers of the UK State Pension Service.

Visit our blog for more info and the latest updates in UK Pensions.

UK Pensions Enquiry'

  • For UK State Pension and Pension Transfer enquiries

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