About Us
 

NZ Pensions was founded with the aim of offering professional pension transfer services to immigrants and New Zealand nationals returning from overseas. Its pension transfer services are mainly used by people emigrating from the UK.  
 

Our principal adviser, Norm Waldon, is a Authorised Financial Adviser (AFA), and he is registered under the NZ Financial Services Providers Register (FSPR) as Adviser FSP76483.  Norm is also an Associate Financial Planner (AFP) and Associate Life Underwriter (ALU) member of the NZ Institute of Financial Advisers, and he has had 9 years experience successfully transferring UK Pensions to New Zealand.  Norm will personally work with you to achieve the smooth, efficient and hassle free transfer of your UK Pension - see our testamonial section to hear how others found their transfer experience with NZ Pensions.
 

Office Manager and UK Pensions Administrator, Nerolie Palleson, supports Norm and coordinates our systems and processes to ensure we provide you with the best service possible, both during the transfer process and once your funds have successfully arrived in New Zealand.
 

NZ Pensions is a trading name of Insurance and Investment Services Ltd.  NZ Pensions is not an agent of an insurance company, and its services are used by a number of other financial service organisations to complete transfers on behalf of their clients. NZ Pensions uses registered NZ Superannuation schemes which are Qualifying Recognised Overseas Pension Schemes (QROPS) registered by Her Majesty’s Revenue & Customs (HMRC) in the UK. The use of these schemes mean there are no tax deductions upon the exit from UK registered pension schemes for onwards transfer to New Zealand.  

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