Fees and Disclosure Details.
We fully discuss our fees and your investment options in New Zealand with you before you engage us to transfer your UK Pension or Personal Superannuation Plan.
Disclosure Documents in accordance with the provisions of the Financial Advisers Act 2008, the Financial Advisers (Disclosure Regulations) 2010 and the Financial Advisers (Disclosure) Amendment Regulations 2011 relating to financial advisers associated with this website are available on request and free of charge.
UK Pension Disclaimer
NZ Pensions provides an efficient, cost-effective UK Pension Transfer Service on a strictly facilitation-only basis. We are not licensed under the UK Financial Services Act 2000 to give taxation, investment or legal and accounting advice to people in the UK, and we give specific advice on your investment options in New Zealand only. We do not give taxation or legal advice.
We offer no advice or recommendation as to whether you should or should not transfer your UK Pension. Facilitation-only means we will request transfer documentation from your UK Pension Provider if you instruct us to do so, forward this information to you, and should you decide to proceed with a transfer we will facilitate the transfer of your UK Pension to an appropriate recipient QROPS Scheme, as per your instructions.
We will arrange for you to complete documentation provided by your UK Pension Provider and your New Zealand receiving scheme, and we will provide initial and ongoing investment advice over the investment of your funds in New Zealand.
Norm Waldon is an Authorised Financial Adviser (AFA), registered in New Zealand as FSP76483, and authorised under section 55 of the Financial Advisers Act 2008 to provide financial advice and investment planning services.
Disclaimer: The information in this web site is general information and not specific to any particular case. It is designed to help you understand some of the implications of transferring your UK pension to New Zealand, and to assist you to decide what is best for your own situation
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