Why transfer your British pension to New Zealand?
When planning your migration to New Zealand the last thing on your mind is your pension.
However, it’s a serious consideration and there are many advantages in moving your pension to New Zealand.
Advantages in moving your pension to New Zealand
- If you leave your funds in your UK pension you need to declare this and pay tax on any growth made by your pension scheme on your NZ tax returns.
- If you retain your UK pension and it pays regular benefit this is deemed income and you will need to pay tax on it in New Zealand
- It’s easier for you to keep track of your pension plan.
- You have easier access to your money in retirement.
- You have no need to worry about exchange rate fluctuations affecting your pension payouts.
- You save yourself the cost of monthly bank fees (which may be as high as 18UKP per transfer), charged when transferring your pension from the UK to NZ.
- Your pension doesn’t die with you. Your funds are part of your estate – the whole benefit is available to your spouse and your children.
- If your funds are transferred to a NZ approved superannuation plan under current legislation you are not taxed when you withdraw funds.
Keep control of your UK retirement savings - use an expert
Make sure you deal with a specialist who understands your situation and how to best move forward. We will help make your pension migration hassle free and will save you the time and stress of dealing with complex, regulatory and authority processes in both the UK and New Zealand.
Ease
Save yourself the time and stress of dealing with complex regulatory and authority processes. We’ll help make your funds migration hassle free.
Expertise
With over 15 years experience in the UK and New Zealand pension industries and associated agencies we can give you great advice, and we’ve got the latest knowledge of both the UK and the New Zealand systems.
Independence
Sterling Pension Transfers is totally independent from all banks and fund managers, meaning that you receive impartial and unbiased advice on re-investment options.
No upfront fees
You won’t be charged any fees until your money is safely transferred to your new New Zealand scheme.
Who are Sterling Pension Transfers?
Sterling Pension Transfers was set up by John Atkinson, who migrated to New Zealand from the United Kingdom in 1998.
A fully qualified financial planner, John has first hand knowledge in all issues surrounding UK pensions, having transferred his own pension to New Zealand.
With extensive experience of the UK and New Zealand pension industries, including professional and regulatory bodies, Sterling Pension Transfers offers you specialist insightful and independent advice.
Your Move
You won’t lose money bringing your UK pension funds to New Zealand.
Talk to us now about the best solution for you.
Visit our website for more information
Sterling Pension Transfers
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