Transfer your UK Pension or Australian Superannuation to NZ through Pension Works

CONTACT INFO
5 Rupi Court, Mt Wellington
Auckland 1072, New Zealand.
Phone: (09) 527 8449
email: stuart@pensionworks.co.nz

 


Pension Works - Independent Transfer Advice

Click Here to Learn About

  • New Rules for Pension Transfer
  • What benefits you get
  • What options now exist to access your money
  • Requirements for Australian Transfers

"Experts in helping immigrants to New Zealand transfer their UK pension funds for the best possible outcome."

UK Pension Transfer

UK Pension Transfer 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.

UK PENSION TRANSFER RULES HAVE CHANGED

In April 2012 the HMR in the United Kingdom made sweeping changes to the rules governing the transfer of pension accounts out of the UK into QROPS registered funds anywhere internationally. These changes were so sweeping that all QROPS registed Superannuation Funds in New Zealand had to completely revise their Investment Statements and Prospectuses then submit them to HMR for reapproval.

Some of the New Zealand providers chose not to do this and exit the Pension Transfer business.

FREE REPORT CLICK HERE Learn about the changes and how they affect your transferred Pension Funds

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
  • 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.

 

HISTORY FAVOURS THE OPTIMIST

In 1937, Danish politician Karl Steincke quipped, “It is difficult to make predictions, especially about the future”.

While this statement is undoubtedly true, in today’s regulated world all traditional investments carry the even heavier disclaimer; past returns are not indicative of future performance.

However, when looking at global equity markets over the past 150 years...........CLICK HERE to read the article in full

or download the PDF HERE