UK Pension Transfers

If you’ve worked in the UK, you may have built up pension savings there. Transferring your pension to New Zealand can make it easier to manage alongside your other investments, but it’s not always the right choice.

There are specific rules around tax, how and when a transfer can be made, and the decision depends on your personal circumstances, your long-term plans, and how you want your retirement savings structured.  We'll help you make a decision that feels right for you.

After almost 5 years of living here in NZ, I decided to finally make the decision to move my pension funds from my previous employer in the UK. I was referred to Norm by a colleague who had used his service, and to say I was impressed is an understatement. Not only does Norm have a great understanding of the UK Pensions market, he explained all my options in a simple way. No hassle, no fuss & no jargon!

He delivered on his promise to keep me informed and also ensured that we received copies of all the paperwork & a clear statement of his charges, which were way better than other Pension Transfer companies that we had considered.

Since the transfer completed, I have also asked Norm to provide some advice to me and my wife in respect of other Insurances that we needed. In short, I have absolutely no hesitation in recommending you to him and his company, rest assured, you will not be disappointed.

Chris Lane

Napier

I emigrated to New Zealand 5 years ago now and I had often thought about bringing my pension over here, but the whole thing was just too difficult and looked almost impossible. I then met Norm Waldon who transferred my pension for me – he made the whole process stress free, exceptionally easy for me to understand, very fast and the service was unlike any service I have had before…nothing was too much trouble.

The benefits of transferring your pension to New Zealand is you can see exactly how much you have, when it will be available for you and if anything happens to you, your pension can be put in your estate for your family. I would totally recommend the service Norm provides in transferring pensions as it is totally stress free and the service he provides is second to none.

Jayne Owen

Waipawa