We had been living in New Zealand for 5 years when we thought it time to make that final move and secure our future in our new homeland by transferring our UK pensions.

We had no idea how to do this so we sent an enquiry through the NZ Pensions web page, and after that we did very little else except provide the details of our overseas pensions. It was as easy as that. Norm did everything and kept us informed every step of the way. As soon as he had all the information required he made the effort to come visit us to meet and talk us through all of our options. We are in the Bay Of Plenty so we really appreciated his time to take us through the process personally. He helped us to make the right decisions for our future and was also able to help us release some capital on the transfer date which made a huge difference to our life now.

Without Norm’s help and expertise we would not have been aware of the options available to us, and as a result of his friendly, personal and professional services we have expanded our business with him. He provides much more than just Pension Transfer.

Theresa and Paul Cooknell, Te Puke