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Thinking of transferring your UK Pension Fund to New Zealand?

United Kingdom (UK) pension transfer regulations allow the tax-free transfer of UK pension funds from registered pension schemes to overseas qualifying schemes (known as QROPS), such as the Britannia Superannuation Scheme 2012. Britannia Financial Services Limited (with its related companies, "Britannia" or "we") specialises in these transfers to New Zealand into the Britannia Superannuation Scheme 2012.

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Why Move Your Pension To NZ?

How It Works

NB: IMPORTANT NOTICE:   If you are a member of a public sector Defined Benefit Scheme that is unfunded (such as Teachers, Police, Armed Forces, Fire Fighters, National Health Service and Civil Service) then your opportunity to transfer your pension rights to New Zealand will cease on 6 April 2015.

Why transfer with Britannia – making your pension transfer process easy.

For more details on why trust Britannia to help you with your UK pension transfer, click here

Important notice to all holders of UK pensions. Legislation has passed through the New Zealand Parliament standardising the tax of pensions being transferred to this country. There is a 4 year period for newly arrived migrants to transfer pensions tax-free after which the level of tax payable increases with time

Click here to download a PDF from the IRD detailing the percentage of your pension that will be subject to tax at your marginal rate if you transfer your pension to New Zealand

Contact us now
Click "FREE NO OBLIGATION ASSESSMENT" for a UK to New Zealand pension transfer assessment to find out, free and without obligation, if your pension can be transferred and what it's worth. One of our Authorised Financial Advisers will also outline our service propositions to ensure you are offered the right service for your situation. All transfers that are made will be into the Britannia Superannuation Scheme 2012 (for transfers of UK tax-relieved monies) or the Britannia Superannuation Scheme (for transfers of non-UK tax-relieved monies).

A Disclosure Statement for each Authorised Financial Adviser and the Investment Statement for the Britannia Superannuation Scheme 2012 and the Britannia Superannuation Scheme are available on request and free of charge.

A prospectus for the Britannia Superannuation Scheme 2012 has been registered with the Registrar of Financial Service Providers. You can click here for a copy of the prospectus.

For non-UK tax-relieved transfers, you can join the Britannia Superannuation Scheme. A prospectus for the Britannia Superannuation Scheme has been registered with the Registrar of Financial Service Providers. You can click here for a copy of the prospectus.

Why transfer with Britannia – making your pension transfer process easy.

For more details on why trust Britannia to help you with your UK pension transfer, click here