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 a member of Financial Advice New Zealand (FANZ), and he has had 16 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 testimonial section to hear how others fund their transfer experience with NZ Pensions.
Our ‘About Us’ document fully explains who we are and how we operate.
Office Manager and UK Pensions Administrator, Olivia Baroni, 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 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 UK tax deductions upon exit from UK restered pension schemes for onwards transfer to New Zealand.
NZ Pensions does not give taxation or legal advice – there can sometimes be NZ taxation implications for pension transfers undertaken once a migrant’s 4 year residency period has elapsed, and we always recommend that you obtain the appropriate independent taxation and legal advice as applicable.
See our disclosure document
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