UK Pension Transfers to NZ

Moving your UK pension to
New Zealand is easier than you think

THERE ARE MANY POTENTIAL BENEFITS TO TRANSFERRING YOUR UK PENSION

Whether you have a private pension or company scheme we can take care of the whole process for you.

As a result of legislation introduced in 2006, which gave effect to Qualifying Recognised Overseas Pension Schemes (QROPS) you can transfer your UK pension fund to New Zealand and enjoy greater flexibility in how retirement benefits are structured and potentially save tax.

Freephone 0800 42 1966

WHAT ARE THE BENEFITS?

reduce your tax risk

REDUCING FUTURE
EXCHANGE RATE RISKS

Having your funds invested in the New Zealand dollar will help better understand the value of your pension relative to your projected retirement living costs.

tax efficiency in retirement

TAX EFFICIENCY IN
RETIREMENT

Once invested in NZ you no longer have to worry about declaring income from your UK pension on your tax return as all payments made to you are tax free in your hands.

consolidation of your uk schemes

CONSOLIDATION OF YOUR
UK SCHEMES

Having your funds in one account in New Zealand may help you stay on top of your retirement savings plan by enhancing visibility and providing access to regular consolidated reporting.

enhanced pension commencement lump sum at age 55

FULL ACCESS
TO YOUR FUNDS
AT 55

Subject to you meeting the revised HMRC rules you could get all of your funds paid to you at age 55.

control over your funds in the event of your death

CONTROL OVER YOU
FUNDS IN THE EVENT OF
YOUR DEATH

There is no obligation to buy an annuity in New Zealand and therefore all payments are taken as income drawdown. In the event of your death 100% of the residual fund is paid to your estate.

pension transfer expert

SPEAK TO A
UK PENSION TRANSFER
EXPERT

Our UK Qualified and New Zealand Authorised team are waiting to help you. FREEPHONE
0800 42 1966
to get started or give us a few details online.

WE MAKE UK PENSION TRANSFERS EASY FOR YOU

your part is simple

YOUR PART IS SIMPLE


Complete our Free Assessment Form online here or call us on 0800 42 1966 to get started. After a quick consultation your part is done.

now it's own turn

NOW IT’S OUR TURN


We will obtain an updated valuation and documentation from your UK scheme provider at no cost to you.

now the works done

NEXT STEPS


We conduct a fact find to establish a suitable ROPS to meet your obectives and set up your new Superannuation scheme here in NZ.

the rest is easy

THE REST IS EASY


We will liaise with the UK provider and track the payment to NZ. Funds arrive in GBP and can be held in sterling.