About Pension Transfers Direct (NZ) - UK Pension Transfer Service

Pension Transfers Direct (NZ) Ltd is an independently owned company with many years experience providing specialist transfer services of UK Pension funds to New Zealand.

Meet the team

Gerald Gates – Managing Director

Gerald started Pension Transfers Direct to help UK migrants who wanted to transfer their UK pension to New Zealand but struggled to find the expert advice they needed. With years of experience in business, financial planning and investment services, Gerald and the team at Pension Transfers Direct are just the people for the job.

Gerald is a Financial Planner and Investment Advisor who specialises in all aspects of financial advice including UK pensions, endowments, risk management, estate planning, New Zealand Superannuation and investments. As a member of the Institute of Financial Advisors, Gerald is bound by the high ethics, standards and disciplinary process detailed in the IFA Standards of Professional Practice.

Gerald lives in Christchurch with his wife. He has two grown-up kids and a cat called Harry. In his spare time, Gerald spends as much time as he can with his family and enjoying the great outdoors. He loves mountain biking, cycling, boating and water skiing and was one of the first people to jetski the Clarence River. He also enjoys a good book and watching rugby.

Gerald’s burning desire is to enjoy a long healthy life with his wife, family and his future grandchildren.

Sandra McElroy

Sandra has been with Pension Transfers Direct for over four years providing extensive experience in customer relations and administration.

James Kara

James enjoys working in the field of finance, and has studied for a Bachelor of Commerce Majoring in Finance and Accounting at the University of Canterbury. He holds particular interest in researching and analyzing investments and investment products. He has experience working within the financial planning arena, while specializing in asset allocation and investment recommendations. He is experienced in working with a wide range of portfolios and believes that discussing the priorities of the individual investor is the best way to design the optimal portfolio for the investor. He believes that prudent selection of investments combined with a well diversified portfolio are key to long term performance.