I have been highly impressed by the service I received from NZ Pensions. After attempting for a while to find the time and nous to navigate the transfer process myself, I decided to enlist professional help, and looked around for options. What really impressed me straight off the bat about NZ Pensions was that they were even willing to work with me, given the small amount I was transferring and the minimal fees they would benefit from. Certainly most other outfits politely turned me away.
Norm’s expertise made the whole process seamless, and Olivia was superb at keeping me informed and on track with my own obligations along the way. I am so grateful to you both, and wouldn’t hesitate to recommend you to others and for my other insurance requirements.
I just thought I’d drop you a line and let you know how happy I was with your service for my recent UK pension transfer. Norm, I felt like you were always open and honest in your communication, which is why I chose to go with your company. I was really impressed at the speed of service, guidance, documentation and all aspects really. And I will say, it is super useful to have my complete set of documents bound into one book – so thank you for that added touch!
Have yourselves a good week-end
As a New Zealander ready to retire, I sought help to transfer my UK pension that had accumulated during years of OE. Norm Waldon of NZ Pensions was the only adviser that replied speedily and to the point, with easy to follow instructions. I followed the instructions given and was delighted to find that once back in New Zealand, pension funds came into my account at a favourable rate and just in time to buy a new house for my retirement.
I would thoroughly recommend NZ Pensions – mine was an unusual situation and yet Norm went to no end of trouble to ensure that the transfer was made to comply with all regulations and yet meet my needs.
When I first investigated transferring my pension from the UK it seemed like quite a minefield. Then my brother in law put me in touch with Norm Waldon and he explained the process clearly, presenting all the options I had. He sorted out all the paperwork and chased up the process with phone calls to the UK. The service I received from Norm was exceptional as is the regular updates that I receive. I would recommend him readily to anyone.
I recently transferred my Pensions from the UK. Norm explained the process and options clearly and progressed the paperwork promptly. He travelled to Wellington to meet face-to-face and discuss all the options. What I was impressed about was the how up-front Norm was regarding fees & commissions. His emphasis appears to be good service and advice, not generating large commissions. I would be happy to use Norm again and would recommend his services to anyone.
When it came to transferring my pension, as a Detective with 20 years service in the UK Police Force prior to my emigration to NZ I completed a comprehensive investigation into the service providers who facilitate pension transfers. My research looked at fees, yearly commission, integrity and openness, and I found NZ Pensions ticked all the boxes.
In particular I found the proprietor honest, open and would facilitate access and management of funds in professional manner. Norm has continued to provide services for my family in the form of medical, life insurance and Kiwi Saver, and I would have no hesitation in recommending Norm and NZ Pensions to anyone.
Thanks to Norm Waldon of NZ Pensions I found the transfer of my UK pension very simple. I appreciated his clear plain language explanations, felt that he heard and understood my needs perfectly, and that he was, and still is, very responsive to any queries I have. Similarly, when I decided to start a Kiwi Saver, I found Norm’s support invaluable, and the whole process was fast and easy. I do believe I have the scheme which suits me best, and I would have no hesitation recommending NZ Pensions to anyone looking for a professional and efficient service.
I emigrated to New Zealand 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 for me – he made the whole process stress free, exceptionally easy for me to understand, very fast and the service was unlike any service I have had before…nothing was too much trouble.
The benefits of transferring your pension to New Zealand is you can see exactly how much you have, when it will be available for you and if anything happens to you, your pension can be put in your estate for your family. I would totally recommend the service Norm provides in transferring pensions as it is totally stress free and the service he provides is second to none.
After living in NZ for 6 1/2 years, dreading and always putting off my pension transfer, I eventually contacted Norm. Communication is key. He took me through every step of the process, explaining everything in enough depth for me to understand with ease. Norm was very thorough and explained the costs involved up front so there were never any surprises.
If I knew it would be this easy and painless I would have contacted Norm years ago – in the end I’m glad I did. I can’t recommend this guy enough.
Norm has helped us transfer all our different pension funds from the UK, including our opted out SERP’s. He did all the work, chasing up and kept us informed of the progress.
Norm is very professional and knowledgeable about the UK pension market. We have and will continue to recommend Norm, and we would be happy to talk to anyone in person to back up our recommendation.
Norm was referred to me by a trusted friend. I had moved to New Zealand a few years earlier and had most of my pension funds in the UK before deciding to switch my funds to New Zealand. Norm was excellent and a great help in seeing this transition through smoothly and with the utmost professionalism. As a result, I decided to invest further with Norm. His advice is sound and solid and I would trust him with my last cent.
I can honestly say I found the whole experience very quick, simple and easy from start to finish. Norm did it all for me, and he is also a nice guy to deal with – I’m happy to recommend his services to anyone looking to transfer their UK Pension.
When I considered the time was right for me to transfer my UK pension to New Zealand, friends and colleagues suggested several companies. I met with representatives from various agencies but I chose Norm as he clearly explained the process and choices of investments that would be suitable for my pension fund. He seemed more interested in me getting the best value from my funds than himself, and my investments are performing very well. I was very pleased with the friendly, approachable service I received, so much so I have recommended Norm to several friends who have also been very satisfied with his handling of their financial affairs.
More recently he has advised my family on the KiwiSaver scheme and impressed my teenage sons so much they opened their own Kiwi savers! A hard task to promote savings for the future with teenagers who have so many things they need to buy!
Following a couple of aborted efforts to transfer my UK pension to NZ, I found Norm and his team at NZ Pensions extremely knowledgeable of the processes and friendly to deal with. I have recommended Norm’s services to others and am happy to continue to provide this recommendation.
Having researched a number of pension transfer companies, we recently transferred our UK pension using NZ Pensions and immediately realised that we had made the right choice.
Norm made the process simple and clear so that we were able to make informed choices and we were kept up to date with the progress of our pension transfer which meant that we always felt we were in control. Thanks Norm for making what we thought would be a very complicated process so easy for us.
After almost 5 years of living here in NZ, I decided to finally make the decision to move my pension funds from my previous employer in the UK. I was referred to Norm by a colleague who had used his service, and to say I was impressed is an understatement. Not only does Norm have a great understanding of the UK Pensions market, he explained all my options in a simple way. No hassle, no fuss & no jargon!
He delivered on his promise to keep me informed and also ensured that we received copies of all the paperwork & a clear statement of his charges, which were way better than other Pension Transfer companies that we had considered.
Since the transfer completed, I have also asked Norm to provide some advice to me and my wife in respect of other Insurances that we needed. In short, I have absolutely no hesitation in recommending you to him and his company, rest assured, you will not be disappointed.
I would just like to say how well Norm handled the transfer my pension from the UK, and keeping me informed of the progress. I would certainly highly recomend him to anyone wishing to transfer pensions from the UK. All the best.
I would recommend the services of Norm Waldon and NZ Pensions for the transference of UK based pensions to New Zealand. He handled the transfer in a professional and trustworthy manner, and kept us informed every step of the way. A simple phone call / email to Norm was all it took to start the ball rolling and he did the rest.
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.
I dealt with Norm during the transfer of my UK pension and appreciated the honest straightforward advice, and I have recently recommended his services to a friend of many years.