Monarch Wealth is a specialist in UK Pension advice. Regulated in Australia, we offer low cost, tax efficient solutions to transfer your UK Pension.
Benefits of transferring your UK Pension
- Capitalize on current historically high cash transfer values
- Access your pension at age 55
- Pass 100% of your pension to your beneficiaries
- Pay 0% UK and Aus tax on up to A$300,000 every 3 years
- Eliminate the risk of UK final salary schemes becoming insolvent
- Flexibility of investments and income draw-down
- Eliminate exchange rate risk
- Consolidation of pensions to one easy to manage scheme
Free, no obligation call to discuss your UK Pension options with a specialist:
- Which UK Pensions are eligible/beneficial to transfer
- How to maximise your UK pension and save up to 45% tax
- Under age 55 solutions
- Over age 55 solution to utilise a QROPS
- Transfer existing QROPS to Australia
Note: UK State, NHS, teacher’s pensions cannot be transferred
Obtain your free UK pension overview:
If you have a UK Pension and would like to know more about the options available to you, contact us for a free pension consultation with a registered adviser. During the consultation, we can provide you with advice that will:
- Highlight all the options available to you.
- Guide you through the cost/benefit of transferring your pension.
- Identify whether a SIPP or ROPS may be suitable for you.
- Provide you with a second opinion about any advice you have received previously.
This is a free service and at no time are you under any obligation to proceed with any advice. We are also able to locate your existing UK Pensions on your behalf and request an up to date valuation.