Fees

Capped Fee service:

This is our low fee service where the total transfer fee is just 1.5% of the transferred pension (Capped at $2000NZD, minimum $500NZD) *

* Only available from one QROPS provider

Standard service:

We are able to offer you a complete UK Pension Transfer service for a very reasonable price. Contact us today for our free Pension Transfer Report so we can talk through your options

Bespoke service:

Where you can choose the compilation of your QROPS portfolio - giving you the option of keeping it in 4 different currencies, choosing which assets you want, i.e. UK, US or NZ shares. This is quite a hands on service and we recommend it for only the more advanced investor

Sterling denominated account

We are also able to offer GBP denominated accounts plus we can also offer extra financial advice surrounding currency transfers and any other investment questions you might have.

The Free Pension Report does not cost you anything and there are no obligations for you to proceed with the service once you receive it.

No extra charges

If we do not transfer your pension there will be no charge. The fees we charge will all be disclosed within our Pension Report. We only charge fees for services which are fully disclosed, there will be no surprises. Some other providers we know do make surprise charges - always check for this when comparing other pension transfer providers.

We are members of the New Zealand IFA which gives you protection too. We must perform at a high level of competency with complete integrity - this is your protection against poor and sometimes expensive services this is further cemented by Marcus's CFPCM qualifications.

How fees are charged

The fees are deducted from your QROPS fund in New Zealand rather than you having to pay upfront.