How to transfer your pension
How to start the transfer process in 3 easy steps
Submit the Fact Fact Finder Form on this website, print off the Letter of Authority, sign and send it back to our office at:
Pension Transfers Limited
P.O. Box 31519
Lower Hutt 5040
New Zealand
FAX +64 4 939 0900
Once we receive your information we will send the relevant documents to the UK along with a request to transfer your pension to New Zealand.
When we receive a written response from the UK we will contact you as further information might be required such as:
- Completion of transfer papers from your UK provider
- Confirmation of employment in New Zealand
- Copy of P45
- Copy of passport
We will then set up your compliant New Zealand Superannuation Fund to enable your UK pension to be received in accordance with current legislation in the UK and New Zealand.
Our preferred suppliers are:
When we receive your transfer from the UK you will be sent written confirmation detailing the financial transaction. We will also make a courtesy phone call to confirm all details and answer any questions you might have.
Is my money safe at all times?
The money is always under your name, at no time do we control it, so you will always have the right to your money. The rules that govern pension entitlements in both the UK and New Zealand are designed to protect your interests.
