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UK
Pension
Transfers

Expert advice for safe, secure and financially sound UK Pension transfers. Start today - request a free and detailed report on your UK Pension transfer options. 

Getting it right
for your Kiwi life

Expert advice for your UK Pension Transfer.

From your free report to fund transfer and ongoing advice - we're here to help.

There’s a lot to consider - timing, tax, which ROPS is right for you and more. We have over 20 years’ experience helping UK expats and returning Kiwis make informed decisions and successfully navigate the UK Pension Transfer process.

The benefits, risks and what to weigh up.

Your free report, advice and our transfer services.

What's involved and how it works.

Why Pension Transfers?

# Independent, quality advice
# Multiple ROPS providers

# 8500+ transfers completed
# 20+ years specialist experience
# Personal service and guidance

Your UK
Pension
Transfer

Start today with a free and detailed report on your UK Pension transfer options.

 
 
 

Quality advice from
the UK Pension transfer
specialists

Latest news

The hidden risks of leaving your UK pension where it is

Sometimes, when you’re facing a financial decision, it can feel as though the easiest thing is to do nothing. Maybe life gets in the way and you don’t have the time to put into deciding on aRead more

After the transfer – what now? Making the most of your pension in NZ

A decision to transfer your UK pension to New Zealand is an important one – but it may well be only the first step in getting your retirement funds sorted. Once you’ve moved your money, there canRead more

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

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 ThereRead more

Financial planning considerations for retiring in New Zealand

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 whenRead more

KiwiSaver: How early contributions can benefit your retirement

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. PeopleRead more

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

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 fewRead more

How to choose the right QROPS for your UK pension transfer

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 unauthorisedRead more

Proposals could ‘change the landscape’ for pension transfers

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 transferRead more

KiwiSaver: Strategies for managing your retirement savings post-65

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, whereRead more

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

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’tRead more

Adapting to life in New Zealand: Financial and lifestyle considerations

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 counRead more

How to spot and avoid pension scams

Scams are a major problem around the world – and getting caught up in one can be devastating. Last year, it was estimated that internationally, people lost more than US$1 trillion in 12 months toRead more