The transfer of your clients UK Pension benefits to Australia is a complex area of financial planning and an area that you as an advisor may not be comfortable advising in. We at TWA have assisted many Financial Advisors and their clients facilitate a transfer of their UK Pension Benefits to Australia. If you have a client who has a UK pension but you are unsure as to the process then we would be happy to discuss how we can assist both you and your client.
If you are an advisor who is not able to use the IVCM product due to licensing restrictions we have a solution for you and your client.
Please call the office and speak to either Simon or Jane who can talk you through the process.