UK pension

[Adrian]

Hi Andrew

 

I have a pension with Zurich in the UK, it was left over from a pension mortgage I used to have. I have not added to it since coming to Australia, just left it to accumulate.

I am not sure of the rules about what I can do with the pension (Transfer it to Aus, put it into my super etc.) It seems like a minefield and I am looking for advice on what to do.

How do I go about it? I have been in Adelaide 20 years now not sure how that affects it, I am also now an Australian citizen.

Regards

Adrian

[Andrew from Vista Financial]

Hi Adrian

Thanks for reaching out.  We may be able to advise you on this, are you able to message me on here with your email or alternatively email me directly to andrew@vistafs.com.au 

Thanks Adrian