Get Your Free Report

Get Your Free Report

 

Please note, UK Government State Pensions are not transferrable and as such we are unable to assist in this area. If you would like further information in relation to UK Government State Pensions, please contact NZ Work & Income.

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Get your comprehensive UK Pension transfer report underway today. Your free report will detail the benefits, risks, ROPS recommendations and more, as appropriate to your personal needs and circumstances. Just complete the form to get started.

Plus keep in mind: After you get your free report and should you choose to transfer your UK Pension, our pension transfer fee is clear and capped for confidence.

  • For Defined Contribution Schemes: up to $995*
  • For Defined Benefits Schemes: up to $1,495*

That’s it. A simple one-off fee that covers our advice and management of the transfer process from start to finish*.

Get started today – complete the form and we’ll be in touch.

 

*The Transfer Fee applies to each pension fund transferred and excludes ongoing portfolio monitoring fees. The fee is 5% of the balance transferred, capped at $995 for Defined Contribution Schemes and capped at $1,495 for Defined Benefit Schemes. Fees may be negotiable where multiple pension funds are being transferred. Please note, independent of our fee, certain types of pension funds may incur fees from external providers for transfer-related services. For more information, please view our Disclosure Information here.

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