Getting started

Our advisers are happy to meet with you in person to explain the Tailored Report & Transfer Service and guide you through our simple processes:

Express Transfer Service

Step 1
Download, complete and return an Express Transfer Kit to establish exactly how much you have in UK pension entitlements, where they are held and the benefits and options relating to them.

Step 2
We interpret this information and prepare a synopsis that details the transfer value of your former scheme/s. If appropriate, Pension Transfers Direct then facilitates the transfer of entitlements into a QROPS superannuation fund in Australia.

OR
Report and Transfer Service

Step 1
Download, complete and return a Report and Transfer Data Collection Form to establish exactly how much you have in UK pension entitlements, where they are held and the benefits and options relating to them.
Step 2
We interpret this information and prepare a Plain English Report that details what you can expect from your former scheme/s.
Step 3
We then use this Report as part of a detailed analysis that compares UK benefits with those payable from an Australian scheme.
Step 4
If appropriate, Pension Transfers Direct then facilitates the transfer of entitlements into a QROPS superannuation fund in Australia.

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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.