Our Partners
Who are we?
Pension Transfers specialise in transferring UK pension benefits to New Zealand. With regulated offices in both UK and NZ, Pension Transfers ensure that you receive the best advice & service in both countries. UK pensions can be transferred to NZ in order that benefits are paid tax-free. If you leave your pension behind in the UK you would be exposed to NZ tax when UK pension benefits are paid to you. As a result, transferring your UK pension to NZ could prove beneficial to you. You even have the flexibility under the NZ schemes to receive benefits before you retire. Pension Transfers will provide you with a report that will tell you what existing UK benefits you have and provide details of the Tax-Free NZ benefits you could achieve if they were transferred. If you proceed with the transfer, we will process this effectively for you in order that the UK money is invested in NZ funds that match your attitude to risk with advice provided by our experienced NZ advisers.
View our commercial
Main Business Activities
Transferring UK Pensions to New Zealand is the main core of our business. We have already helped transfer over $100m successfully for our clients. We can also provide you with UK advice before departure that allows you to achieve 20% growth on investment into a Personal Pension guaranteed. Ongoing financial advice is available from our NZ team that will ensure that the NZ pension works best for you. Our NZ advisers can also help you with all your other financial needs.
UK Phone Richard Curran - +447807684225
email: Info@pensiontransfersnz.co.uk
NZ Phone Tom Gilbert - +6421778816
email: tom.gilbert@pensiontransfers.co.nz
Services Provided
- Pension Transfers will arrange to gather information for all your UK pensions
- Our UK team will produce a FREE report on your existing UK pension to establish whether you would benefit from a transfer
- If you proceed with the transfer, our NZ team will arrange this for you. We will transfer the benefits to a compliant New Zealand scheme to ensure you receive benefits tax-free
- We will arrange for your NZ pension benefits to be paid tax-free
- We will ensure the transfer occurs free of any currency risk exposure
- You will be entitled to access NZ pension benefits before you retire
- We will provide advice on your UK State Pension (which can not be transferred to NZ)
- A Disclosure Statement is available on request and free of charge
If you would like to come and speak to us in person or meet any of our Global Footprints partners, please come along to one of our seminars. Click here for more information.
