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"It is a real pleasure to deal with someone who not only understands their job but also relates to and understands the needs of the client."


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Our NZ Office

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 won AXA's Grand Champion Adviser for 2006 and 2007, Top Superannuation Writer for 2008, Top Wealth Management Writer for 2008 & 2009, Outstanding Producer Adviser for 2011. Was a 2013 PAA Finalist KiwiSaver/Investment Adviser of the Year and qualified for 2013, 2014 & 2015 GMC with Fidelity and is a member of the Fidelity Million Dollar Club. Tom has just recently won Boosters Superannuation Adviser of the year for 2016.

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 uses 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.

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.


Richard Curran and Tom Gilbert


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TELEPHONE: 0800 UK11NZ Global Footprints Partner