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How to transfer your pension



As we are not tax experts we recommend you take personal tax advice

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 for information about 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:

  • 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.

We have access to most product providers in New Zealand.

 

 

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 in a QROPS Trustees Scheme, so no time do we control it, you will therefore 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.

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TELEPHONE: 0800 UK11NZ Global Footprints Partner