About Us.
We are financial advisers specialising in UK Pension Transfers.
NZ Pensions offers professional UK Pension transfer services to immigrants and New Zealand nationals returning from overseas.
NZ Pensions is a trading name of Invested Partners Limited (FSP697311). As a Financial Advice Provider (FAP), Invested Partners Limited is licensed under clause 73 of Schedule 4 of the Financial Markets Conduct Act 2013 to provide a financial adviser service.
In operating our financial adviser service, the Financial Markets Conduct (Regulated Financial Advice Disclosure) Amendment Regulations 2020 require us to provide important disclosure information to help you make important financial decisions. Information must be provided in writing on request, and is free of charge.
Also see ‘About Us and our Services‘ for details on who we are, the way we operate and how we can help you.
Our principal Financial Adviser, Norm Waldon, is registered under the NZ Financial Services Providers Register (FSPR) as Adviser FSP76483. Norm has had 24 years experience successfully transferring UK Pensions to New Zealand, as well as providing financial advice on personal insurances and managed investments.
Norm will personally work with you to achieve the smooth, efficient and hassle free transfer of your UK Pension – see our testimonial section to hear how others fund their transfer experience with NZ Pensions.
Tim Waldon is both a Chartered Accountant and Financial Adviser (FSP681992), specializing in KiwiSaver and managed investments. Both Tim and Norm are members of Financial Advice New Zealand (FANZ).
Office Manager, Linda Dawson, supports the Advisers and coordinates our systems and processes to ensure we provide you with the best service possible, both during the transfer process and once your funds have successfully arrived in New Zealand.
NZ Pensions is a trading name of Invested Partners Limited. NZ Pensions uses registered NZ Superannuation schemes which are Qualifying Recognized Overseas Pension Schemes (QROPS) registered by Her Majesty’s Revenue & Customs (HMRC) in the UK. The use of these schemes mean there are no UK tax deductions upon exit from UK registered pension schemes for onwards transfer to New Zealand.
NZ Pensions does not give taxation or legal advice – there can sometimes be NZ taxation implications for pension transfers undertaken once a migrant’s 4 year residency period has elapsed, and we always recommend that you obtain the appropriate independent taxation and legal advice as applicable.
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