UK pension transfer process
The UK Pension Transfer Process:
- Initial client meeting is held either face to face, by phone or Skype.
- Client gives TFMG authority to obtain Transfer Valuation from their UK pension provider.
- We conduct a thorough Fact Find to establish cleints individual circumstances and objectives.
- We prepare a report and recommend a suitable QROPS based on clients objectives, fund size and investement horizon.
- Client elects to transfer pension to NZ – the funds sent by UK pension company in sterling and held in UK cash account in NZ – client gives instructions when to exchange to NZ$.
- If over 55 the client can elect to take 25% tax free cash (PCLS) and an Unsecured Pension (USP) even if they are within the 5 year HMRC reporting period.
- Investment portfolio structured by our adviser after client completes investor profile questionnaire.
- Regular review meetings are held with clients for duration of investment term.
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.
