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Retirement forecasting with UK pensions & Aus Super

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Retirement forecasting with UK pensions & Aus Super

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Old Aug 11th 2025 | 6:44 pm
  #1  
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Default Retirement forecasting with UK pensions & Aus Super

Hello all,

I’m looking for help navigating financial planning for retirement. I’m a UK expat living in Aus as a dual national; my pension seem fragmented. I have a UK private pension, UK local government pensions and aim to qualify for a full UK state pension. I also have Australian superannuation and I’m some time off retirement age. I’d love to be able to forecast my retirement finances. Can anyone direct me to someone who can help? Sydney NSW.

Thanks.
 
Old Aug 11th 2025 | 8:28 pm
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Default Re: Retirement forecasting with UK pensions & Aus Super

I will move your thread to the Aus forum in order for you to gain some answers to your question because The Welcome Inn is really only to introduce yourself.

Rosemary
 
Old Aug 11th 2025 | 8:45 pm
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Default Re: Retirement forecasting with UK pensions & Aus Super

Thank you Rosemary, apologies for the mistake.
 
Old Aug 12th 2025 | 2:53 am
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Default Re: Retirement forecasting with UK pensions & Aus Super

Originally Posted by Gailio
Thank you Rosemary, apologies for the mistake.
No apology needed. Simply the fact that you would not have gained answers unless it was in the Aus forum. Hope you soon have loads of info.

Rosemary
 
Old Aug 12th 2025 | 8:32 am
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Default Re: Retirement forecasting with UK pensions & Aus Super

Originally Posted by Gailio
Hello all,

I’m looking for help navigating financial planning for retirement. I’m a UK expat living in Aus as a dual national; my pension seem fragmented. I have a UK private pension, UK local government pensions and aim to qualify for a full UK state pension. I also have Australian superannuation and I’m some time off retirement age. I’d love to be able to forecast my retirement finances. Can anyone direct me to someone who can help? Sydney NSW.

Thanks.
Try reaching out to Alan Collett, who has posted on here for many years. He is a specialist in both Aus and UK finances
https://www.bdhtax.com/team/alan-collett/
 

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