UK PENSION TRANSFERS
UK PENSION FUND TRANSFERS, WE OFFER YOU PEACE OF MIND
Moving your UK pension to New Zealand is easier than you think and there are many potential benefits, whether you have a private pension or company scheme – we can take care of the whole process for you.
The UK HMRC legislation, which gave effect to Qualifying Recognised Overseas Pension Schemes (QROPS) means you can transfer your UK pension fund to New Zealand and enjoy greater flexibility in how retirement benefits are structured and potentially save tax.
We transfer all UK pension funds in sterling so you can control the timing of the exchange of your UK funds to New Zealand dollars.
FREE ASSESSMENTFreephone 0800 42 1966
READY TO TRANSFER YOUR UK PENSION?
Moving your UK pension to New Zealand is easier than you think. There are many potential benefits, including:
REDUCING FUTURE EXCHANGE RATE RISKS.
TAX EFFICIENCY IN RETIREMENT
CONSOLIDATION OF YOUR UK SCHEMES
POTENTIAL ACCESS TO 100% OF YOUR FUNDS AT 55
CONTROL OVER YOUR FUNDS IN THE EVENT OF YOUR DEATH
WHAT SETS US APART FROM OTHER UK PENSION TRANSFER COMPANIES?
We have been assisting UK migrants transfer their UK pensions to New Zealand for over 10 years. Our experienced team have a background in UK financial services and understand the challenges of moving to the other side of the world. We offer a full range of financial services including taxation and insurance advice. Our clients mean a lot to us, we pride ourselves on providing the best service and building lasting relationships.
MIKE WILKEY DIRECTOR AND AUTHORISED FINANCIAL ADVISER
WHAT OUR CUSTOMERS SAY
We have been assisting UK migrants transfer their UK pensions to New Zealand for over 10 years making us one of NZ’s most established and trusted providers.
“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.”
Jeremy
“I must say have been very impressed at how quickly and seamlessly it has been to date, Mike has
been very helpful, professional and thorough and I would not hesitate to recommend him to anyone
else who might need his services.”