PX Pension Exchange are specialists in transferring UK pension funds within the UK (for UK nationals) as well as to Australia and New Zealand.
Key facts:
- Established in the UK in 2002, and via our related company in Australia in 2004, by dual Australian/UK financial professionals.
- Main offices are based in the UK (London) and Australia. The company operates under one brand name, but separate regulated businesses across both jurisdictions.
- Since 2002, PX Pension Exchange's UK office has UK nationals and emigrants with pension transfer advice on a daily basis.
- Over that time we have worked with financial services businesses across the UK, Australia and New Zealand and continue to do so.
- In Australia, such has included working with major Australian banks, major Australian superannuation Funds as well as the Australian government.
- The company CEO is a dually qualified Actuary and Financial Adviser (dually qualified in both disciplines in each of the UK and Australia) who has been specialising in this area on a continual daily basis since 2002, supported by a full team of financial services professionals.
Specialisations include:
- Local and Cross Border Pension and Superannuation Advice
- UK Pension Transfers - all types of UK pension schemes
- QROPS Advice, covering multiple jurisdictions worldwide
- Wealth Management Advice, providing ongoing wealth management services in relation to pension funds and super funds
- Australian superannuation advice
As part of our service, we provide access to local and international tax accountants, providing additonsal specialist knowledge where required.
As well as working with clients direct, we work with many financial advisers, accountants, superannuation and pension providers to provide an outsourced UK pension advisory service to their clients.
Please contact us by email to welcome@pensionexchange.com; or
Phone UK: +44 (0) 3300 947 477
Phone Australia: +61 1300 007 979
We look forward to working with you