UK Pension Fund Rollback
Rebate Financial Services assists returning expats and working travellers transfer their UK pension funds to an elected Australian Superannuation Fund as a lump sum for no fee.
Almost all personal and company pension funds, including deferred, preserved and paid up benefits, can be transferred as long as:
- Your pension fund is Qualifying Recognised Overseas Pension Scheme (QROPS) compliant
- The funds haven’t started paying you an annual pension or annuity.
- The funds are transferred into the Australian superannuation system.
- The funds are not UK State/Old Age Pensions.
Transferring your UK pension funds is a simple way to achieve a potentially better retirement income for yourself and long-term peace of mind for your family - without working longer or harder or taking greater risks with your assets.
It's your money after all so you should have the ability to control how it is invested, now and in retirement. When you retire you can access up to 100% of your rolled back funds as a lump sum, having repatriated it to your Australian Superfund.
It’s very important to rollback as soon as you have landed back in Australia, as the process can take several months and can be subject to tax implications after 6 months of repatriation.
Once you have nominated Rebate Financial Services to act as your adviser for this service, you may also then receive cash rebates on any applicable nominated managed investments up to 3 times per year and Rebate Financial Services can also arrange for all funds to be rolled into one.
Start the rollback process now. Download Nomination Form
Rebate Financial Services in a no-advisory service, as such products offered and information prepared does not take into account the investment objectives, financial situation or particular needs of any particular person.
Rebate Financial Services are located in Melbourne, Australia.