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An end to end transfer service
designed to get results

With years of practical experience in transferring pensions we take control providing a streamlined pension transfer process only getting you involved when absolutely necessary.  Our professional service is designed to:

• Get your pension to New Zealand - This is the ultimate aim and we never take our eye off the goal.  We have a 100% success rate on pension transfers to date

• Maximise your funds and options - We believe in freedom of choice and lowest fees, and our pricing reflects that.  We have scoured New Zealand to find the best and lowest cost fund for you - so you do not have to.  By doing this we may save you up to 20% of your fund value (click here to read about the fee fallacy)

• Make sure you pay NO TAX on the transfer - By ensuring that the New Zealand scheme is fully compliant with all UK and NZ legislation at all times.  This guarantees that you will not be stuck with a nasty tax bill

• Hide nothing from you - Our service and charging is entirely transparent (unlike other operators) and we receive no ongoing fees from the NZ fund provider after having completed your transfer (you should ask other providers about the fees they receive from the funds that they transfer into)

• Speed up the transfer process - Getting your funds to New Zealand as soon as possible gives you the following benefits:
  - Reduces your exchange rate risk giving you more certainty
  - Let's you get the guaranteed transfer value if offered by your UK provider giving you more certainty of value
  - Reduces stress as the process is completed quickly and efficiently

• Set realistic expectations - We will constantly keep you updated on the progress of your pension transfer letting you know timeframes, when you will need to be involved, and advising on what you need to do

• Minimise your involvement - Dealing with all the different parties required to transfer a pension can be cumbersome.  We act as the glue bringing all these parties (as shown in the diagram below) together to get a successful outcome for you

• Be discrete - Many of our clients value our discretion and our ability to work on their behalf in a quiet and professional manner. 

Building long lasting
relationships

Our business is not built solely on pension transfers.  Many of our previous transfer clients have benefited from our additional services, including financing and investment options.  This means that we want to have long lasting relationships with all our new clients - our relationship really starts when your pension arrives.

Who we work with to get

your pension to NZ

As we said above a pension transfer can be a complicated process that we simplify.  Shown below are just a sample of the parties that we deal with in the process of transferring a pension.  Luckily for us we have been doing it for so long that we understand the requirements of all the different parties and can speak their language.  We can then translate this in easily understood terms for you (check out our jargon buster for any terms that you might need to know about):

What our clients say

"the process was clear, easily understood and much quicker than I anticipated"

"a professional client focused service that I would have no hesitation in recommending"

Read more...

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Our record of
success

Shown below is just the tip of the iceberg of providers we have transferred from...

Click here for a fuller list...

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