Fees or Expenses 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.
The following section outlines the types of fees that may apply for a UK Pension transfer:
UK Pension Transfer Fees – these are charged upon the successful transfer of your UK Pension to a new NZ QROPS Superannuation Scheme.
They are deducted from your transferred funds, and paid to us by your NZ QROPS Superannuation Scheme for our agreed advice and service in arranging your UK Pension transfer.
Ongoing Adviser Service Fees – a percentage of the value of your investment balance, usually calculated at the end of each month in which you hold the investment.
This is subject to our maximum depending upon the size of your pension – see our FeeCap.
Other Costs – Where other costs are incurred in the process of providing our advice and services to you, you will be liable for these costs. However, we will agree all additional costs with you prior to incurring them.
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.
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
Get Your Free Assessment.
Fill in your details and we'll obtain a free no obligation quotation from your UK pension provider.