Working with NZBritannia Financial Planners and LifetimeAsset Management puts you in the hands of some of the UK’s most experienced pension transfer specialists.
As most UK pension schemes are unlike each other, our teams across both companies have successfully worked with over 500 different schemes, so we know all the ins and outs of UK pensions transfers to NZ, and can help you find the best approach to transferring your pension safely and securely.
You can do this online or by calling us on 0800 500 811. One of our Financial Advisers will listen to your situation and take you through the pro’s and con’s of transferring your pension from the UK to NZ.
If you decide to proceed, the next step will be to complete some forms to get the ball rolling. NZBritannia will then arrange a transfer value quote alongside any other requirements to complete the transfer.
If you decide to continue with the transfer your pension will then be transferred and invested into the Britannia Retirement Scheme.
We don’t say goodbye once the plan is in place. We will work with you over the long-term to make sure your plan continues to meet your needs.
Our NZBritannia Financial Advisers have been transferring pensions from the UK to NZ for over 25 years. During this time, we’ve worked with over 500 different UK pension providers to transfer pensions for over 20,000 clients.
We’re so confident you’ll have a great experience with our team that we offer free assessments and advice.
Planning your pension transfer has never been so simple with our free ebook.
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There’s a lot to consider before deciding to transfer your UK pension.
Learn morePensions differ around the world. Explore the differences here.
Learn moreOur team have successfully transferred UK pensions from over 500 UK schemes.
All we need are a few easily gathered personal details. Your National Insurance number, the name of your UK pension scheme(s), your last UK address, the date you left the UK, and your IRD number. Simple.
Find out by taking a quick look at this link, https://www.gov.uk/find-pension-contact-details.
Alternatively, your former employer should be able to tell you.
You can access a form on the HMRC website via this link, https://www.gov.uk/lost-national-insurance-number.
You will need to fill out the form and send it to them. It usually takes around six weeks to sort.
Our team have been transferring UK pensions for over twenty years, making us New Zealand’s most experienced and trusted provider, so we have a wealth of knowledge to help make the process painless, simple and efficient.
There are a few key things to look for when choosing a pension transfer expert. We believe it’s most important to consider how long they’ve been providing transfers, how experienced their staff are, and to look at what existing clients have to say about them.
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