Change your UK Pounds to NZ Dollars when the exchange rate is in your favour!
Get a FREE assessment to find out what your UK Pension is worth!
Improve returns and save thousands on transfer and management fees!
Fund Managers charge management fees on invested pension funds over the course of an investment year to cover the costs of administration and investment management, a proportion of which is forwarded to your Financial Adviser for providing ongoing client services and investment advice. These management fees are usually expressed as a per annum percentage of your Funds under Management (FUM) and so will fluctuate depending upon withdrawals, contributions and fund performance, however typically 1% of your FUM annually is paid to your Financial Adviser by a Fund Manager.
Our Feecap program caps the maximum fees paid to us by your Fund Manger at $795 annually, and we will never accept anything paid to us over and above this figure. We believe 1% of FUM up to a maximum of $795 to be a reasonable charge for our ongoing advisory services, and you deserve a refund returned to your fund if you are charged more than this. After all, it’s your pension and we want to help you achieve your retirement goals by improving your investment returns.
How much can I save with FeeCap?
Your fund will continue to receive rebates each year for the entire life of your pension plan - the table below shows some examples of how much money you can save on fees each year.
Value of your Possible Adviser Fees Adviser Fees we Rebates your fund
pension paid by your Fund accept under our receives from us
Manager (each year) FeeCap (each year)
$50,000 $500 $500 $0
$100,000 $1000 $795 $205
$250,000 $2500 $795 $1705
$500,000 $5000 $795 $4205
$800,000 $8000 $795 $7205
NOTE : Adviser Fees have been calculated at an average annual rate of 1.0% gross.
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I immigrated to New Zealand for 5 years ago now and I had often thought about bringing my pension over here, but the whole thing was just too difficult and looked almost impossible. I then met Norm Waldon who transferred my pension...