UK Pension Transfers & NZ Financial Services for Brits

Have you Lived and Worked in the UK?

Whether you were away on your OE for two years or twenty, many of the services we offer to migrants from the UK may also save you time and money.

• If you have contributed to a personal or company pension in the UK, we may be able to help you to transfer it to New Zealand. You could gain much earlier access to your fund and and you will certainly be able to keep much better track of your pension if it is here with you, and we will help you to secure an excellent exchange rate for your transferred pension funds.

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• You'll need to know about the new KiwiSaver retirement savings scheme, and you may wish to find out whether you will still be eligible for NZ Superannuation.

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• You'll end up with more dollars in your pocket if you change your pounds with a specialist foreign exchange broker when you send money back to New Zealand. We can show you how to use their services to get the best possible exchange rate when you bring money back to New Zealand.

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• We can assist you to sort out your tax affairs in both the UK and NZ, having extensive experience of the tax systems in both countries.

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• We can help you to assess any insurance or investments you still may still have in the UK. We can also help you to arrange insurance and build an investment potfolio in New Zealand.