Steve and Linda Cox left the UK in October 2003 with their two children for all the “usual” reasons. Both had been self-employed in the UK and had found that they were working longer and longer hours to simply stand still.
Initially they settled in Auckland where Linda had a job in Management Training but, after a visit with friends to Taranaki, they decided that the lifestyle afforded them there would be more beneficial than Auckland.
Linda secured a job with Pacific International Management School and Steve went back to his “trade” as an architect and they soon found a lifestyle section with views of the Tasman and Mt Taranaki.
With the whole family feeling settled and happy in NZ Steve and Linda decided it was time, in mid-2005, to sort out their UK Investments - particularly their pension plans. The primary focus was to bring their assets as tax efficiently as possible to their new country, particularly their UK pensions.
Between them Steve and Linda had four UK pensions with a mix of company and personal plans [with the usual plethora of differing rules and regulations] representing considerable asset value. With pension transfer changes on the horizon in April 2006 it was imperative that the funds were in NZ before the deadline to enable Steve and Linda to have the flexibility inherent within the NZ system.
The transfers were all concluded prior to the deadline and both Steve and Linda were delighted with the level of service, information and expertise delivered by BritsNZ Financial Services in achieving a very important outcome for them. They both feel that the personalised service they received made the whole process as stress free as possible and they were always aware that they could and should ask as many questions as they needed to in order to fully understand the process.