Save with our FeeCap
We'll help you save thousands of dollars on UK Pension transfer fees and ongoing fund management fees! Our services are very competetive and great value - we fully disclose and discuss our charges with you before you engage our services to transfer your UK Pension.
Firstly, our UK Pension assessment service is free - we'll request information and documents from your UK Pension provider at no obligation or cost to you. We will explain the investment options available to you in New Zealand based on your Risk Profile, and we will work with you to ensure you have enough information to be comfortable investing in a QROPS (Qualifying Recognized Overseas Pension Scheme) in New Zealand.
When you decide to proceed with the transfer we'll provide a written statement outlining our service commitment and fees, which are usually deducted from your transferred funds.
Finally, once your UK Pension is safely transferred and invested in your NZ Registered QROPS Scheme, our unique FeeCap Program will save you thousands on Fund Management Fees. We promise we will never accept any service fees paid to us by your Fund Manager over and above our maximum annual service charge - this unique program will save you thousands!
Ask us for more FeeCap details