The quiz will appear once you’ve completed the podcast.
Complete the quiz to earn 0.50 CPD points.
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2
1. What is the primary regulatory requirement for transferring a UK defined benefit pension over £30,000?
2. What is the key Australian tax consideration for transferring UK pensions?
Quiz Results: 0/2 (0%)
Question 1:Correct
Question 2:Correct
Details
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
Learning Outcomes
The goal of this content is to broaden the learner’s understanding of how to:
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