UK Pension Transfers

From our UK office, bdhSterling can advise on the suitability of a UK pension transfer to New Zealand.

Due to our expertise and experience our pension solutions include:

  • Safeguarded benefit rights advice provided under our UK FCA (Financial Conduct Authority) license.
  • Utilising the New Zealand new resident’s 4-year exemption period.
  • Using tax efficient PIEs (Portfolio Investment Entities) for investing pensions funds, where appropriate.
  • Arranging currency exchange from GBP Sterling to NZ$.
  • Develop solutions for clients when changes in legislation occur, such as the Overseas Transfers Charge, effecting transfers to QROPS (Qualifying Recognised Overseas Pension Schemes).
  • All fees and charges are fully disclosed.

For more information download our New Zealand Pension Transfer Advice Pack or speak to an adviser by Contacting us on here.