The NZBritannia pension transfer process
Contact NZBritannia for a free no-obligation assessment1 or financial advice
You will be contacted by a NZBritannia Financial Adviser and offered advice or information only service depending on your situation
No advice
Advice
Pay advice fee
Receive information plus meet with adviser to explain documents
Meet with adviser and receive Statement of Advice
Complete forms, pension transfer value request, and enrol in the Britannia Retirement Scheme
Receive final transfer value and confirm decision to transfer pension
NZBritannia begins the transfer process and will update you on progress
HM Revenue & Customs
UK Scheme Administrators
UK employer or Accountant
After completion of all formalities, your pension will arrive in NZ and be invested in the Britannia Retirement Scheme