UK Pensions Q & A

Posted Posted in UK Pension Transfers

Please see below an invitation to our upcoming UK Pensions Q & A evening at the British Bistro.  Tickets can be reserved by emailing Pensions@ptspecialists.com.au or telephoning 08 9233 9269. Alternatively you can secure a ticket by clicking the following link  https://www.eventbrite.com/e/uk-pensions-q-a-tickets-36945619342      

Contribution Cap IMPORTANT

Posted Posted in UK Pension Transfers

1 July 2017 Contribution Cap Changes With the reduction of the contribution caps in July 2017 many people wishing to transfer may find themselves over the contributions caps. 1 July 2017 Non-Concessional Contribution Cap From $100,000 Brought Forward Cap $300,000 Lifetime Contribution Cap $1.6 million If you have a value of £175,438, based on current […]

Unauthorised payments

Posted Posted in UK Pension Transfers

The ability of the UK tax authority to tax unauthorised payments made by QROPS schemes will be extended from its current five years, to 10 years. It is expected this will take effect from 6 April 2017. “It has always seemed incongruous that an individual could only be taxed on unauthorised payments from ROPS schemes […]

The Right Advice

Posted Posted in UK Pension Transfers

The UK Pensions industry believes that the government needs to make changes to the current advice legislation. The legislation to protect schemes means transfers from Defined Benefit schemes with benefits worth £30,000 and above have become exceptionally difficult for advisers, providers, trustees and scheme managers to handle. UK advisers cannot advise on a transfer of […]

Pension Information Evening – 29 November 2016

Posted Posted in UK Pension Transfers

We hosted a Pension Information Evening last night at Pension Transfer Specialists. Aaron McCracken, Director McKinley Plowman introduced our evening. We had pleasure of introducing our guest speaker Philip Parker, Executive Chairman/Chief Investment Officer from Altair Asset Management who discussed the market outlook for the GBP and explained their portfolio. Colette Pieniazek Pension Transfer Specialists […]