UK Pensions

Do you have a pension fund in the UK that you would like to transfer to New Zealand but don't know how to go about it?  Then you need to speak with one of our advisers.

After all, retirement is the start of another journey and after years of working hard and saving for your retirement you want to ensure your UK Pension is transferred to a portfolio that will continue to meet those needs.

We know that transferring pension funds from the UK can often be difficult and time consuming and will take on average between 3-6 months depending on the efficiency of the UK pension provider.

UK Pension funds are unique in their structure and cannot be “self-managed”. It is therefore important you make well-informed decisions about the transfer of your pension to an approved New Zealand QROPS registered scheme (Qualified Recognised Overseas Pension Scheme) to comply with UK tax regulations and to ensure that strict transfer guidelines are adhered to.

We have experience in this area and can provide you with advice on how to transfer your fund with the minimum of fuss. Our personalised service will include discussions on the proposed composition of your portfolio and how you would like the funds managed into the future.

This approach may be different to the service offered by other firms, who may focus on transferring your portfolio to receive an upfront fee. As with all our services, we focus on establishing long-term relationships with our clients to ensure their financial needs are met now and into the future.

Why not talk to us now to organise the transfer of your UK pension so that you can look forward to your retirement in style.

The Next Step
If you are ready to transfer your pension from the UK, then contact us now so we can start the process for you.