Pension Transfer Specialists

If you want to find out about transferring a pension from UK to Australia, we can help.

Pension Transfer Specialists (PTS) is an independently owned Australian Company offering a specialist UK pension transfer, UK State Pension Enhancements and RSA Encashment service.

While transferring pension assets to Australia offers the benefits of a tax-free retirement income, flexible investment opportunities and long term asset protection, any mistakes or complications in transferring can result in heavy penalties

We are specialists in the workings of the UK pension system in Australia, especially the mechanics behind the transferring into the Australian superannuation system and enhancing your client’s entitlement to the UK State Pension

Working with Financial Planners, Stockbrokers and Accountants facilitating the UK Pension Transfer and UK State Pension Enhancement service, your client remains your client, we are fully aware of the reputational risks involved.

To discover your UK pension entitlement, or to enquire about transferring UK pensions to Australia, contact us today.

Colette Pieniazek DIP FS (Fin Planning)
Financial Adviser

Pension Transfer Specialists PTY Ltd <ATF Pension Transfer Specialists Unit Trust>, trading as PTS Financial Planning Authorised Representatives (001254354) of HNW Planning Pty Ltd AFSL no. 225216

Hailing from Manchester where she handled pension assets for a chartered accounting firm, Colette has specialised in the field for a major part of her professional life.

Colette, whose working week revolves around UK business hours, keeps abreast of every legislative and economic issue affecting pension assets and their transfer.

Although renowned for her positive disposition, Colette is also realistic about the challenges people face when relocating to a new country.

Passionate about making a difference in her client’s lives, Colette draws on her extensive knowledge of the workings of the pension system to ensure pension assets are transferred safely and without delay.

Nicola Butler UK Pensions Specialist

Nicola joined the Pension Transfer team in April 2014. Nicola previously worked in the UK Finance Industry for 9 years as an Investment and Pensions Administrator in York before leaving to travel Asia and Australia.  She al so has experience working for an Australian Superfund.

Nicola is responsible for all the paperwork at PTS and takes pride in ensuring all necessary documentation is processed correctly and within deadlines.  She in always on hand to answer any questions regarding the progress of your transfer and answer any questions you may have once your funds are in place.

Emma Kenworthy
UK Pensions Specialist – Team Leader

Emma joined the Pension Transfer team at PTS in July 2013.  Originally from Leeds she gained her UK pensions experience working for several large administration companies in the UK.

She was responsible for a team of administrators carrying out the day to day administration of many defined benefit occupational pension schemes. She also obtained and trained other pension administrators in the National Vocational Qualification in Pensions Administration.

Emma also spent time on the UK Governments Review on the misselling of Personal Pensions. Many individuals were advised by insurance companies, Independent Financial Advisers and other intermediaries to transfer from or to opt out of their occupational pension schemes.

Emma is happy to explain the benefits you currently hold in the UK and how PTS may be able to assist you in transferring these funds to Australia.

Laura Buckby
UK Pensions Administrator

We are very lucky to have Laura join us while on her Working Holiday in Australia.  Laura joins us with a wealth of experience in administration gained working at the NHS.

Laura is from Hull and is on hand to explain the State Pension service or assist you with the paperwork.  If you would like to see how your case has progressed please call Laura who would be happy to answer your State Pension questions or provide an update as to what progress we have made in obtaining your UK transfer value.

Jacqui Wilkinson
UK Pensions Administrator

Jacqui is our new recruit at Pension Transfer Specialists and joins us with a wealth of administration experience, including 15 years working at Abbey National in the UK.

Jacqui is from Middlesborough and will be responsible for our State Pension Service administration as well as assisting the team with the day to day administration of pension transfers.