About Us
Pension Transfers Limited have specialised in transferring UK pension benefits to New Zealand since 2000. With regulated offices in both the UK and NZ, Pension Transfers ensure that you receive the best advice & service in both countries.
Financial services is now regulated in New Zealand with the introduction of the Financial Advisers Act 2008 (FAA) and Tom Gilbert is an Authorised Financial Adviser (AFA) under the act with Financial Services Provider No: FSP92321 which authorises him to give financial advice. Tom has over 15 years experience in the finance industry, he is a member of the Professional Advisors Association and regularly receives industry awards for quality performance and service. Tom has recently won AXA's Grand Champion Adviser for 2006 and 2007, Top Superannuation Writer for 2008, Top Wealth Management Writer for 2008/09 and Outstanding Producer Adviser for 2011. Primary Disclosure and Secondary Disclosure Statements are available on request and free of charge.
Pension Transfers Limited is a stand-alone specialist pension transfer company and is not an agent of any insurance company. Our Pension Transfer services are used by a number of other financial services organisations to complete transfers on behalf of their clients.
Pension Transfers Limited is a 'Certified Quality Advice Practice'. To acheive this accreditation, which is reviewed annually, they underwent a rigorous review of their advice and business processes. This provides clients with a further assurance that they are dealing with a reputable company.
Pension Transfers Limited uses a Qualifying Recognised Overseas Pension Scheme (QROPS) approved for New Zealand by Her Majesty's Revenue & Customs, to complete pension transfers from the United Kingdom. There are no tax deductions upon exit from UK registered pension schemes for onward transfers to New Zealand. This is one of the main reasons clients transfer pensions to New Zealand.
Pension Transfers Limited is also a member of Global Footprints www.globalfootprints.co.nz a company that helps British people immigrate to New Zealand.
For a free pension transfer assessment please click on our "Get Started" button or call us on 0800 UK 11 NZ or 0800 85 11 69.
Our UK Office
Richard Curran and his team are based in our regulated office in United Kingdom. The UK team makes sure that all of our clients receive a personalised financial report, which will provide all the information you would need to make a decision on whether transferring your UK pension is the right thing to do. Pension Transfers recognise that the correct advice is more critical now than ever before, so please make sure you obtain your no-obligation report.
Pension Transfers in the UK are Independent Financial Advisers (IFAs). IFAs are not tied to any company and therefore do not have their own products to sell. As a result, they are free to choose financial products from any company on the market and offer advice that is tailor-made to suit your circumstances.
Pension Transfers is a trading style of Integral Financial Advice Limited who is authorised and regulated by the Financial Services Authority under reference 505743. Integral Financial Advice Limited is registered in England & Wales 6294980. Registered Office is Brooks House, 1 Albion Place, Maidstone, Kent ME14 5DY
