UK pension transfers

UK Pension Transfer Process:

Initial client meeting either face to face or by phone.
Client gives us authority to obtain Transfer Valuation from the UK pension provider.
We prepare a report and recommend most suitable QROPS based on clients objectives and fund size.
Client elects to transfer to NZ – funds sent by UK pension company in sterling and held in UK cash account in NZ – client gives instructions when to exchange to NZ$.
Tax free cash withdrawal sent to client if non UK tax payer for over 5 years. If over 55 client can elect to take 25% tax free cash and USP even if they are within the 5 year reporting period.
Investment portfolio structured by our advisors after client completes investor profile.

To find out about the benefits of transferring your UK Pension click here.

To start the process call us today on 06 877 9063 for a free, no obligation initial consultation by phone or face to face.

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