Whether you have emigrated to new zealand or have returned home to new zealand we can help WITH the process of moving your United kingdom pension
How Can we help?
We believe that bringing your United Kingdom pension to New Zealand should be done as easily and as cost effective as possible. We will do all of the leg work for you and make sure that you are in control of your money once it comes to New Zealand
transfer your uk pension
We are able to help with your United Kingdom Pension transfer and will help you understand your options whilst making the process seamless. There are differences between United Kingdom pensions and superannuation schemes here in New Zealand.
It is important that you understand your United Kingdom Pension Scheme and the scheme here, as it may not always be in your best interest to transfer.
low fees for pension transfer
You have worked hard growing your pension and we think it is important that fees don’t eat away at your long-term returns. We use NZ Funds who don’t charge any entry or exit fees which makes them different from many of the other providers. sets us apart from many.
On going costs are also some of the lowest in the market and are a set percentage of the balance that you have. When it comes to switching from Pound sterling to New Zealand dollars, you could save up to 2.5% by accessing the wholesale exchange rate that NZ Funds have access to.
MOVE YOUR CURRENT FUND
If you have already moved your United Kingdom pension to another provider in New Zealand and would like to save yourself some fees then we can do a comparison with the fund with NZ Funds to show you the benefits of switching.
If you can save on fees then you can have more money when you finally get access to the money. for your retirement which is certainly a win for you.
the risks if you don’t transfer
Once you have been a tax resident of New Zealand for 4 years the New Zealand tax cost of transferring your UK pension will increase. There is also the possibility that there could be new restrictive changes in your ability to move your UK pension to another country.
The final thing to consider is Brexit and what will happen in the coming months and the short term volatility that may exist in both the UK economy and value of the currency. There is also the potential that the ability to transfer your UK pension to another country if rules change.
If you would like Acquire Financial to help you with moving your United Kingdom pension or moving from your existing provider then we are here to help
Who we work with?
We believe that when it comes to your hard earned savings that they are managed by people with experience in building and maintaining high quality investments to make your money grow. We work with NZ Funds for UK Pension transfers as they have the same beliefs and values as Acquire Financial which is to help you build and grow your wealth and to help you achieve the retirement you want.
To find out more about NZ Funds click on their logo below and it will take you to their website