DIY pack
For many administrators and advisers, international transfers is a new but expanding area. At the moment the main focus is UK to Australia QROPS transfers. We offer a DIY pack for advisers to provide guidance and facilitation for their clients who wish to transfer their funds from the UK. There is also a variant of the pack for individuals who want to undertake the transfer of their UK personal pension themselves.
We have several years experience in the transfers area and have documented our knowledge in this handy DIY pack to help you avoid some of the common issues and delays that can be experienced in this diverse area. In the pack you will find the following:
- step by step instructions how to transfer funds
- handy hints and tips for a smooth transfer
- Checklist to help document and manage the process from start to finish
- Templates of correspondence required for this process
This service is available for a small fee of $99. Please email us (transfers@bendzulla.com) if you would like to purchase this pack stating whether you require the adviser or individual pack. A DIY pack and an invoice will be emailed to you within 24 hours of your request.
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UK transfer dataform .. >
If you would like us to help you with your transfer - download our dataform and send to us via email or fax today.