Pension Transfers Direct

 
 
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We help UK migrants and returning expats transfer their pension funds from the UK to Australia as a lump sum.

Almost all personal and company pension funds, including deferred, preserved and paid up benefits, can be transferred as long as:

  • The funds haven't started paying you an annual pension or annuity.
  • The funds are transferred into the Australian superannuation system.
  • The funds are not UK State/Old Age Pensions.
 

Get started with no cost or Obligation

Download a Free Transfer Checklist

For Advisers

 
IMPORTANT: This information is necessarily general and has not been prepared with reference to your specific objectives, financial situation or needs. Before acting, we therefore urge you to seek professional advice, preferably from PTD. © Pension Transfers Direct (PTD). PTD is a Corporate Authorised Representative of Genesys Wealth Advisers AFSL No. 232686.