Make an informed descision

Choose the right level of assistance to make your transfer decision with security and certainty:

EITHER: Your situation is uncomplicated and you want to start transferring straight away. Express Transfer Kit CLICK HERE to download

OR: Your circumstances require detailed analysis before making the transfer. Data Collection Form CLICK HERE to download

IMPORTANT: This information has been prepared without taking into account your objectives, financial situation or needs. Before acting seek professional advice. Things you should know. © Pension Transfers Direct (PTD). PTD is a Corporate Authorised Representative of Genesys Wealth Advisers AFSL No. 232686.