The Process
- Information and Authorisation will be required in order to contact your pension provider. Forms and letters are obtained from our website or by contacting our office.
- The information will be sent to our U.K office who will obtain all the relevant information. An analysis will then provide details of all benefits of the pension scheme together with any losses that would be incurred in the event of a transfer.
- Our advisers in Australia will provide a copy of the report, discuss the contents and provide details of the benefits of the Australian Superannuation Scheme.
- The transfer will be dealt with by our U.K office to ensure a swift conclusion.