UK & Australian Pensions

United Kingdom

Transferring your UK pension to New Zealand may give you early access to your funds and more control over where they're invested. 

• You may be able to consolidate several UK pension funds into the one scheme in New Zealand making the whole thing easier to keep track of.
• Fluctuating exchange rate worries will be a thing of the past once you bring your scheme to New Zealand. 
• You won't have to pay extra bank fees as a result of having multiple schemes and accounts. 
• Your pension becomes part of your estate here in New Zealand. 
• We service New Zealand nationwide.

Bringing your pension to New Zealand has a number of great benefits but it's important that you seek expert advice from people who have plenty of experience as there can be traps for the unwary.

Australia

In July 2009 Australia and New Zealand signed a memorandum of understanding to allow the portability of superannuation between the two countries.

Click this link to read the article: Superannuation between Australia and New Zealand

  I am writing to acknowledge Mark Jones on the excellent service that he and his company have given me through the many years that I have been with them.....read more

Contact us to discuss how we can help you transfer your UK or Australian Pension