Since 2000 the team at Pension Transfers has specialised in helping UK expats and returning New Zealanders transfer their UK pension to Kiwi shores. Over that time, we have seen numerous changes - to regulations that govern transfer eligibility, to fund types and more - and have developed a deep understanding of how to assist our clients in making an informed decision for their pension transfer and future financial needs.
Led by Principal Business Owner, Tom Gilbert (AFA), in 2020 Pension Transfers purchased another well regarded pension transfer advice provider, UK Pension Transfers. This expanded our team to include Carol Garret (AFA) and Joanne Smith, both bringing a wealth of knowledge and expertise, as well as the all important commitment to service excellence.
No stranger to winning awards for excellence in advice, Pension Transfers is a leading expert in this highly specialised area of financial advice. We welcome you to read on below for more information about our expert advisers and team, or to get in contact here.