About Sara Lucas - UK Pensions Adviser
I am a licensed financial adviser based in Sydney, specialising in UK Pensions.
You should be aware of guidance from the Uk regulator, that when giving advice in this area a financial adviser should start with the assumption that a transfer will be unsuitable due to the value of guaranteed benefits to be given up in the event of a transfer. As such, the advice you receive may be to do nothing and leave your benefits where they are.
That said, every situation is different and Australian residents have a unique set of circumstances, so let's have a chat and see what the most suitable advice is for you.
Australian Financial Services Licence No.
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