Call for a free, no obligation assessment: 0800 28 28 33

Thinking of transferring your UK Pension Fund to New Zealand?

IMPORTANT NOTICE - Exciting changes are on the way!

We are currently updating this website to reflect some exciting changes we are making to our UK pension transfer solutions. 

If you are thinking about transferring your UK pension and would like more information please give us a call on 0800 28 28 33 or email us at team@opt-ltd.co.nz.  Our experienced team are ready and waiting to assist you.

Rest assured if you’re a member of the Britannia Superannuation Scheme or Britannia Superannuation Scheme 2012 that it’s business as usual.  If you can’t find what you’re looking for on the website at the moment then please also give us a call on 0800 28 28 33 or email us at team@opt-ltd.co.nz.

From the team at Britannia – with over 20,000 pension transfers since 1996


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

  • We are highly experienced having completed over 20,000 transfers since 1996.
  • We are familiar with many UK pension schemes, having made transfers from around 500 UK schemes.
  • We have a range of services offered through a well established network of transfer specialists and authorised financial advisers (AFAs) to meet all your financial needs.
  • We have our own in-house transfer staff so you always deal directly with the person who can help.
  • Our service continues after the transfer by providing information to help you ensure your decisions remain appropriate for your ongoing financial needs.
  • The decision whether or not to transfer is complex and we recommend you speak to one of our AFAs for personalised advice as to whether a transfer is suitable for you. 
  • Disclosure Statements for each of our AFAs are available on request and free of charge.
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 four 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 AFAs will also outline our service propositions to ensure you are offered the right service for your situation. 

QROPS Recognition
The Scheme has applied to Her Majesty's Revenue & Customs (HMRC) for recognition as a Qualifying Recognised Overseas Pension Scheme (QROPS). 
We expect this recognition to be in place by 1 January 2017. If you apply to join the Scheme before QROPS recognition is granted, we will only process your application and commence your UK pension transfer process once the Scheme's QROPS recognition has been confirmed.