UK Pension Rollover

Our Principal Advisor, Mark Smith, spent the first 30 years of his life living in the UK before immigrating to Australia in 2013. His roots are firmly and affectionately tied to South Wales and Newcastle Upon Tyne. These days, Mark calls Perth home and finds it particularly rewarding to help expats from the UK transition to Australia.

Croeso Financial Advice offers general holistic support to expats, including:

  • Transitioning investments to Australia.
  • Understanding and maximising tax benefits.
  • Getting back on track with retirement planning.
  • Understanding and maximising Australian Age Pension and allowances.
  • Reviewing protection needs and products.
  • Collaborating with the right professionals for estate planning, finance, and tax needs.
  • This comprehensive approach ensures expats are well-supported in their financial journey.

Croeso Financial Advice offers specialised support for UK expats to consolidate and maximise their UK pensions in Australia. Our services include:

  • UK State Pension: Strategies to get your UK state pension on track and maximise entitlements at retirement (UK retirement age is currently age 67).
  • UK Pension Products: Comprehensive guidance on managing your UK pension funds with options to:
    • Cash out funds in UK sterling upon release.
    • Draw an annuity income from the pension in UK sterling.
    • Roll funds into an Australian QROPS (Qualifying Recognised Overseas Pension Scheme).

Each pension strategy has unique risks and benefits, including tax consequences. At Croeso Financial Advice, we help you identify the best strategy for your long-term needs, ensuring your UK pension fits seamlessly into your overall retirement plan in Australia. For more details, refer to our UK Expat Guide.

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