“Long story short, we came across The Financial Migration Group (FMG) at the Tauranga Home Show in May 2016, and by September, my UK pension was safely and securely transfered and invested here in New Zealand.
I can not speak highly enough of the efficiency, diligence and personal attention given to me by Mike and his team at FMG. My UK pension provider (Phoenix Life), had bamboozled early attempts for a transfer, but with the FMG behind me, (resources and know how both here and in the UK) – they cut through all the red tape and made it happen quickly and hassle free. For me this was a huge relief as past attempts had been frustrating, time consuming and emotionally draining.
Mike spent a good amount of personal time ensuring there was a complete understanding off the transfer process and explained what needed to be considered. Ultimately this resulted in a transfer and investment plan that met all my needs with costs that were fair and equitable. Documentation was comprehensive and sign-off was required at each of step, so there was always that feeling of being in control.
For anyone considering a transfer of a UK pension to NZ, I strongly recommend having a chat with Mike and the good folks at FMG – you’ll be glad you did, I was.”