Transfer Your UK Pension to NZ
Use the experts in pension migration
What We Can Do For You
Free Assessment
Get a FREE assessment to find out what your UK Pension is worth
UK Pension Rules
It's important to be aware of the latest regulations and tax implications
Save on Fees
Improve returns and save on your transfer and management fees
About Us.
NZ Pensions was founded with the aim of offering professional pension transfer services to immigrants and New Zealand nationals returning from overseas.
We’re happy to help – we’ll take the hassle out of your UK Pension transfer !
UK Pension Transfers. A good idea.
Transferring your UK Pension makes perfect sense if you now live in New Zealand and are planning to retire here.
Pensions are complex and the UK rules change constantly – with your pension savings here in NZ you will be in control, and you can trust that your funds will be invested wisely and safely for your retirement.
NZ Pensions offers a comprehensive UK Pension Transfer service with a range of portfolios and QROPS schemes to suit your needs. It’s important you get the right advice from a Financial Adviser – it costs nothing to talk to us to get a confidential assessment.
There are UK Pension Rules which must be followed with any transfer, and these rules often change. A major change was the UK Finance Bill 2017 which significantly altered the QROPS UK Pension rules, and it is important to keep up with the latest UK Government Pension transfer information.
In New Zealand, new NZ Taxation Rules took effect on 1st April 2014 which changed the way Foreign Superannuation is taxed in New Zealand.
You could claim benefits from your pension at the minimum UK retirement age of fifty-five, tax free, however there are Pros and Cons to transferring – talk to us to discuss your options.
You can choose a NZ$ Dollar fund, or you can stay in UKP Sterling. Learn about the currency options.
Get In Contact.
If you have any questions about migrating your pension from the UK to NZ then please get in touch and we will do our best to answer them.
Testimonials.
I can honestly say I found the whole experience very quick, simple and easy from start to finish. Norm did it all for me, and he is also a nice guy to deal with – I’m happy to recommend his services to anyone looking to transfer their UK Pension.
As a New Zealander ready to retire, I sought help to transfer my UK pension that had accumulated during years of OE. Norm Waldon of NZ Pensions was the only adviser that replied speedily and to the point, with easy to follow instructions. I followed the instructions given and was delighted to find that once back in New Zealand, pension funds came into my account at a favourable rate and just in time to buy a new house for my retirement.
I would thoroughly recommend NZ Pensions – mine was an unusual situation and yet Norm went to no end of trouble to ensure that the transfer was made to comply with all regulations and yet meet my needs.
I recently transferred my Pensions from the UK. Norm explained the process and options clearly and progressed the paperwork promptly. He travelled to Wellington to meet face-to-face and discuss all the options. What I was impressed about was the how up-front Norm was regarding fees & commissions. His emphasis appears to be good service and advice, not generating large commissions. I would be happy to use Norm again and would recommend his services to anyone.
Thanks to Norm Waldon of NZ Pensions I found the transfer of my UK pension very simple. I appreciated his clear plain language explanations, felt that he heard and understood my needs perfectly, and that he was, and still is, very responsive to any queries I have. Similarly, when I decided to start a Kiwi Saver, I found Norm’s support invaluable, and the whole process was fast and easy. I do believe I have the scheme which suits me best, and I would have no hesitation recommending NZ Pensions to anyone looking for a professional and efficient service.
I just thought I’d drop you a line and let you know how happy I was with your service for my recent UK pension transfer. Norm, I felt like you were always open and honest in your communication, which is why I chose to go with your company. I was really impressed at the speed of service, guidance, documentation and all aspects really. And I will say, it is super useful to have my complete set of documents bound into one book – so thank you for that added touch!
Have yourselves a good week-end
Thanks
After living in NZ for 6 1/2 years, dreading and always putting off my pension transfer, I eventually contacted Norm. Communication is key. He took me through every step of the process, explaining everything in enough depth for me to understand with ease. Norm was very thorough and explained the costs involved up front so there were never any surprises.
If I knew it would be this easy and painless I would have contacted Norm years ago – in the end I’m glad I did. I can’t recommend this guy enough.
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