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.

I just thought I’d drop you a line and let you know how happy I was with your service for my recent UK pension transfer. Norm, I felt like you were always open and honest in your communication, which is why I chose to go with your company. I was really impressed at the speed of service, guidance, documentation and all aspects really. And I will say, it is super useful to have my complete set of documents bound into one book – so thank you for that added touch!
Have yourselves a good week-end
Thanks

Julie Wieczorek

Auckland

I would just like to say how well Norm handled the transfer my pension from the UK, and keeping me informed of the progress. I would certainly highly recomend him to anyone wishing to transfer pensions from the UK. All the best.

Mike Rogers

Auckland