When Partnering with FinSec you begin a new chapter. You are supported by a team of industry experts who believe good strategy and innovation can only be driven by forward thinking. Our advisers will challenge your ideas and are passionate about you achieving your goals. We believe good financial advice can provide lifestyle choices when you need them most.
FinSec PTX is a specialist pension transfer service of FinSec Partners. The FinSec team are transfer experts dedicated to helping British migrants and returning Australian citizens get the most out of their UK pension funds.
People migrating from the UK to Australia and Australians returning after working in the UK, need to consider several factors when determining what to do with any pension funds they have accumulated. The rules and laws that cover how, when and where funds can be transferred are complex and often built on shifting sands. Getting expert advice could potentially save you thousands of dollars.
Lead by Australia’s most respected UK pension transfer specialists, the FinSec PTX service combines a comprehensive knowledge of Australian superannuation, the UK legislative environment and pension fund complexities to provide clarity around the feasibility and cost of transferring your preserved UK benefits to Australia.
Transfer advice considers taxation, currency and market fluctuations to provide the comparative analysis required to make an informed and confident transfer decision.
If and when a transfer is deemed to be the correct course of action, FinSec’s authorised advisers will arrange a compliant transfer from your UK scheme to your Australian fund.
Our end-to-end service delivers a cost effective solution that assures total peace of mind for a safe and secure pension transfer.
When Partnering with FinSec you begin a new chapter. You are supported by a team of industry experts who believe good strategy and innovation can only be driven by forward thinking. Our advisers will challenge your ideas and are passionate about you achieving your goals. We believe good financial advice can provide lifestyle choices when you need them most.
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Our world of knowledge
Meet the transfer team
With 30 years experience in the financial planning industry, Scott Noell is a partner and key driver of the FinSec Partners business. Scott built his impressive career foundations specifically within insurance and superannuation before applying himself to more holistic financial planning practices…
Oliver’s (Oli) initial exposure to UK pensions was as a post-graduate in a large administration company servicing Final Salary & Defined Contribution pension members. Following a promotion, Oli acted as a senior pensions administrator, responsible for authorising and finalising pension & QROPs transfer payments. In 2019 Oli moved from the UK to Australia, joining FinSec soon after. Oli’s cross hemisphere pension transfer experience gives him a unique perspective, that is highly valued by both clients and team members alike.
What our clients say
I understood that this would be a tricky transaction and that I needed a UK based organisation to establish my SIPP. FinSec PTX was very clear with me; my options, what to expect with each and I really felt I could trust them. They never sold a solution to me – just presented my options. They had a long standing relationship with the UK based organisation they recommended and it just felt right.
Thanks to FinSec my money is now safely invested in the UK until I decide next steps. Whats more I managed to preserve the transfer figure I had been given by the Pension Fund and avoided falling into a costly, unregulated arrangement. My experience was excellent and I can vouch for the service.
My wife and I embarked upon the complicated journey of moving our UK pensions 2 years ago and expected it to take at least another 3 years. One of the very good decisions we was to use the services of a major Australian Bank who assigned us one of their trained advisors in UK pension transfers, an independent specialist pensions transfer advisor from Finsec Partners. The advice has been excellent and has helped to ensure that we have met the complex but necessary rules that govern UK pensions transfers. My own background is strong in both Corporate Governance and Finance however I doubt that I could have succeeded in this task without outside expert advice.
The only constant in the world of pensions whether they are in the UK or Australia is that the rules change constantly – this is what makes the task of transferring so challenging. I have no hesitation in providing this testimonial for FinSec Partners as for the last 2 years, they have always been there to advise and help and have always upheld the very high professional standards required for this complex area of financial advice.
We had been getting very distressed about the changing rules in the UK and needed advice we could rely on in transferring our pension to Australia. From the minute we spoke with FinSec we felt our concerns were listen to and their obvious knowledge in this field was a huge comfort. We were helped every step of the way and despite additional changes by the UK Government during this time they were in regular contact to explain what was going on.
Although it was a lengthy process we eventually got our money to Australia and we are still getting great support and assistance from Finsec in regard to the Self-Managed Super Fund – which is wonderfully reassuring.
We believe the key has been communication, understanding and knowledge.
We would recommend anyone to contact FinSec as they are easy to deal with, they listen, keep you informed and provide a great service from start to finish – this takes away so much of the stress involved.
