Pension Transfer Fees
Before you proceed with a transfer we would disclose to you what the costs would be to do the transfer and any on-going fees we may charge. You will find that our fees are extremely competitive and these charges are taken from the transferred funds.
We do not offer any taxation or legal advice however we can point out areas which you need to concerned about and can pass on general information in regards to any issues we see with your plans.
We also only offer this service as a “transactional service” and give you no advice nor do we recommend that you should transfer your pension to New Zealand. What this means is that we get all the UK and NZ documentation that is needed for the transfer and help you complete these. We then act as the facilitator in getting the pension from the UK to New Zealand. We can however provide investment advice on the funds once they are in New Zealand.
Although our advisers are Authorised Financial Advisers and have completed the Strategi QROPS course we are not registered to give advice on UK products and cannot advise whether or not the transfer is right for you.
Minimum Pension Value Transfer
If the combined value’s of your pensions are less than $50,000 NZD our service will not be suitable for you.