The Benefits of Transferring Your UK Pension - Financial Security & Tax Benefits

You love your new life in New Zealand! So make the full transition to becoming a ‘kiwi’ and transfer your UK pension to New Zealand now!

By transferring your UK pension funds with Pension Transfers Direct, you can:

Gain control of your funds

Your pension is one of your biggest assets! Get more information and control on the companies holding your retirement savings. Plus you no longer have to deal with a pension provider half way around the world.

Gain significant tax benefits

Transferring your funds to an approved NZ QROPS can save you up to 38% tax on your pension. Plus you’ll get the full benefit of your pension at retirement completely tax free!

Gain easy access to your funds

You may be able to access up to 50% of your pension funds within 3 months of transfer and the balance within 2 years. Imagine being able to use this to secure your dream home or to create a better life in New Zealand. Plus at retirement, you can access up to 100% of your pension as a lump sum!

Gain long-term financial security for you and your family

In New Zealand, your pension does not die with you. Your funds are part of your estate and the whole benefit is available to your spouse, family and beneficiaries.

Gain relief from exchange rate fluctuation worries

Now you can stop worrying about exchange rate movements affecting the value of your pension. Plus we can transfer your pension and hold your funds in Pounds Sterling until you are happy with the exchange rate.

Gain better investment options

You have more flexibility and options to invest your money – from conservative portfolios to self investments in items such as art, gold, antiques or commercial property.

It costs nothing to get started with our free, no-obligation assessment. So contact us today!