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Understanding the benefits and drawbacks of transferring UK pensions to New Zealand

Understanding the benefits and drawbacks of transferring UK pensions to New Zealand

April 22nd 2025 Many people who migrate to New Zealand decide to bring their pension, too. But a pension transfer is something that should be done carefully. Here are some things to think about. Pros and cons There Read more

Financial planning considerations for retiring in New Zealand

Financial planning considerations for retiring in New Zealand

March 27th 2025 Whatever your circumstances and situation, having a clear idea of your goals and knowing how you plan to get there can help you maximise your financial life. Here are a few things to think about when Read more

KiwiSaver: How early contributions can benefit your retirement

KiwiSaver: How early contributions can benefit your retirement

February 28th 2025 Why start early? The contributions you make early in your investing lifetime have the potential to be some of the most effective. Time is one of the most powerful assets that an investor has. People Read more

How transferring your UK pension to NZ can help maximise your retirement savings

How transferring your UK pension to NZ can help maximise your retirement savings

January 30th 2025 If you’ve moved to New Zealand, you may be wondering whether your UK pension should come with you. In some cases, shifting your pension can help maximise your retirement savings. Here are a few Read more

How to choose the right QROPS for your UK pension transfer

How to choose the right QROPS for your UK pension transfer

December 20th 2024 These are schemes that meet the requirements of the UK’s HM Revenue and Customs. This means that transfers into them are authorised, and do not attract the potential tax bill that an unauthorised Read more

Proposals could ‘change the landscape’ for pension transfers

Proposals could ‘change the landscape’ for pension transfers

November 28th 2024 Two proposals are included in the Taxation Bill which was introduced to Parliament in August. These address the inability of some migrants to pay tax that becomes due in New Zealand on the transfer Read more

KiwiSaver: Strategies for managing your retirement savings post-65

KiwiSaver: Strategies for managing your retirement savings post-65

November 13th 2024 There are no set options for New Zealanders to regularly draw down the money they have saved in their KiwiSaver funds, once they hit 65 and become eligible to access it. Unlike other countries, where Read more

What returning Kiwis need to know about NZ’s tax system

What returning Kiwis need to know about NZ’s tax system

October 2nd 2024 Understanding the New Zealand tax system will be important for your financial planning – to make sure that you know what to expect, that you don’t incur any tax liabilities you weren’t Read more

Adapting to life in New Zealand: Financial and lifestyle considerations

Adapting to life in New Zealand: Financial and lifestyle considerations

August 28th 2024 You’ve unpacked your suitcases, found your favourite local café and maybe picked out your favourite beach for an evening stroll. Welcome to your new life in New Zealand. Moving to a different coun Read more

Contact

284 Jackson Street
Petone
Lower Hutt 5012

PO Box 31519
Lower Hutt 5040
New Zealand

0800 UK 11 NZ

askus@pensiontransfers.co.nz

PENSION TRANSFERS (2005) LIMITED (FSP34505), trading as Pension Transfers, holds a Class 2 Financial Advice Provider Licence issued by the Financial Markets Authority to provide financial advice.

For taxation advice, please contact a taxation specialist.

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