Pension Transfer
Transfer a UK Pension to New Zealand with Pensionworks. We are a company that specialises in establishing retirement schemes and superannuation plans for people immigrating to New Zealand from the UK. We specialise in helping you Transfer your UK pension funds to New Zealand.
Recent agreements between the NZ Government and Australian Government also make it possible to transfer an Australian Superannuation account to a New Zealand Kiwisaver Fund.
There are many advantages in transferring your UK Pension to New Zealand
- You will have control over your money
- This will give you more flexibility and investment options
- It may be possible to pay off a mortgage quicker.
- Taxation requirements will be simplified.
- Estate Planning issues can be arranged to the benefit of your family.
There are also a number of pension transfer traps that you should be aware of. The most important is to ensure that a Qualifying Recognised Overseas Pension (QROPS) fund is used.
We can send you a free report that answers most of the questions you may have.
IMPORTANT: Possibly the most important item for you to consider is that if there is any possibility that you may return to the UK to live your pension is best left in the UK. The UK authorities do not allow you to undo the transfer once it has been made.
Australian Super Transfers can also be arranged by Pensionworks. If you transfer your Aussie Super to NZ the main benefit would be to have all your finances in the one country operating under the same set of rule.
Something you should be aware of though is that Aussie Super funds can be cashed at an earlier age than a NZ Kiwisaver Fund. Currently Aussie super can be cashed at ages 55 to 60 whereas Kiwisaver cannot be accessed until you are 65.
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"Experts in helping immigrants to New Zealand transfer their UK pension funds for the best possible outcome."
