Current Members

Welcome

Britannia has three Schemes - The Britannia Retirement Scheme (opened to new members December 2016), the Britannia Superannuation Scheme and the Britannia Superannuation Scheme 2012 (both closed to new members in 2012 and 2016 respectively).
If you're not sure which Scheme you are a member of give us a call on 0800 500 811 or email us at investments@opt-ltd.co.nz and we'll let you know.
Britannia Retirement Scheme

If you are a member of the Britannia Retirement Scheme and would like more information please select the appropriate link below:
Product Disclosure Statement
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Read latest Fund Updates
View updates
Visit Companies Office Disclose Register for more information
companiesoffice.govt.nz
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Britannia Superannuation Schemes

If you joined a Britannia Scheme before 1 December 2016 then you will be a member of either the Britannia Superannuation Scheme 2012 or the Britannia Superannuation Scheme.
For more information about these Schemes please select the appropriate link below:  
Britannia
Superannuation Scheme 2012
investment statement

Download
Britannia
Superannuation Scheme
investment statement

Download
Read Fund Updates for these Schemes.
View updates
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Personal Finance

Did you know our team of Authorised Financial Advisers can help you with more than just your pension transfer?
We also provide advice on investments, insurance and mortgages and we’d love to help you put an overall financial plan in place so that you can live the life you want.
Referrals

Don’t forget that Britannia will pay you $100 for every successful referral.
If you know someone with a UK pension who would like a free no obligation assessment let us know. If they end up transferring their pension we’ll pay you $100!
Have a question?

Don't hesitate to give us a call on
Disclosure Statements for our Authorised Financial Advisers are available on request and free of charge.
The Product Disclosure Statement for the Britannia Retirement Scheme is available from Britannia Financial Services Limited here.