Pension Transfer (PT) Assist
PT Assist helps you by undertaking the steps in your transfer which you are uncertain that you want to undertake yourself. We can provide advice, co-ordinate the administration work for you, or simply act as a helpline. We are more than happy to work with you, as you wish, to help minimise your cost and take the uncertainty out of this part of your move for you.
You may wish to use this service if you:
- Have just a few questions or uncertainties to be covered off on the process
- Want to minimise costs
- Are financially literate and want help with one or two steps in moving your fund
- Know you want to transfer and want to reduce the hassle of doing it all yourself
- Have a small pension scheme and can't justify paying fees for full advice
Why Act Now?
There are up to 8 different groups involved in transferring a pension abroad. Combined with time restrictions (e.g. the 6 month rule for Australian super), a transfer can be a lengthy process. In addition, you may have exemptions on moving to New Zealand.
In addition you may have some valuable exemptions available to you and not know how to obtain these.
Fees and Charges:
This service is priced from £195, which provides up to two hours of assistance from our experienced staff. (Further assistance is at our standard hourly rate).
What Do I Receive?
The help you want, tailored to your own needs, at a low price.
