I would like to say thank you very much for all the help you have given me regarding securing a British Pension. When I first looked into the matter it seemed bigger than Ben Hur but you took over and it has gone smoothly and I now receive more than I dreamed would be coming my way.
Since being introduced to Colette and her team by my financial advisor, they have worked tirelessly to enable me to move my British pension to Australia. Colette was available day and night to guide me through the labyrinth of red tape. Her professionalism was second to none, even in adverse situations. Thank you for helping me secure my future in Australia.
Joan had not claimed her state pension as she was not aware of the process or the benefits that she would be entitled to. As Joan should have collected her pension several years previously, PTS were able to put the pension into payment and obtain a backdated lump sum of $145,000 in respect of the unclaimed pension. Joan is also in the process of transferring a number UK pensions to consolidate all of her and her husband’s benefits in Australia and save significant tax in the process.
Oliver had 5 UK Pension Schemes, 2 of which changed administrators during the course of the transfer process. He told us that if it wasn’t for PTS he would have lost track of his benefits because neither scheme contacted him to notify him of this change. He is now really happy 5 funds have been successfully transferred to his superannuation where he can keep control of his funds and save significant tax in retirement.