Pension transfers to Australia and New Zealand

"Should I transfer my pension to Australia/New Zealand?"

We hear this question a lot. We've found that 30% of our clients would have lost money if they had transferred their pension abroad. Instead, we kept their pension in the UK and maximised the value of their assets.

Transferring your pension abroad isn't always in your best interests. To get the most for your money, you need to look at options in both Australia/New Zealand and the UK.

By analysing both the UK and Australian/New Zealand markets, we make sure that you make the most of your pension. Only advisers like Prism Xpat - who are regulated by the Financial Services Authority - are allowed to provide advice on your UK pension fund.

That's how we can ensure you get the most for your pension. Remember that it's essential that you contact us as soon as possible - ideally three to six months before you leave the UK. This will allow us time to discuss your options in the UK and abroad, and implement the most effective solution for you.

Expat finance

For Investment Planning we make recommendations based upon the Whole of Market. The levels and bases of taxation are subject to change. Information provided on this site in relation to tax, pension & Investment issues in both Australia and New Zealand is based upon our current understanding. Related legislation and tax rates are subject to change at any time by the respective governments and authorities of both countries. The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. This site does not confer any form of personalised financial advice, should you wish to receive specific financial advice please contact us. PRISM XPAT is a trading style of Xpat Limited which is authorised and regulated by the Financial Services Authority. Xpat Ltd is entered on the FSA register under reference 459255.