Produced By: Ensombl
Paul is the Director and Financial Planner at The UK Pension Experts, and is best known as “The UK Pensions Guy”. He and James discuss the complexities of transferring UK pensions to Australia, including the regulatory requirements, advice process, timelines, tax implications, and the launch of a new product to help manage UK pension funds for Australians.
Accreditation Points Allocation:
0.25 Technical Competence
0.10 Client Care and Practice
0.10 Regulatory Compliance and Consumer Protection
0.05 Tax (Financial) Advice
Total CPD Points: 0.50