Our Service

We have 21 years experience in the financial services industry and five years practical experience in transferring pensions. We provide a seamless pension transfer experience for you. We ensure the following:

That we get your pension to New Zealand

We have a 100% success rate on pension transfers to date and this continues to be our aim.

Multiple Fund Providers and Fund Options

Our philosophy is that the consumer has a number of choices but we screen and only offer the very best range of funds and QROPS fund providers.

Ensuring the transfer does not incur Tax

We ensure that the schemes we recommend comply with the HMRC rules and NZ law ensuring you are not paying any extra tax.

Transparent process

The systems we have in place means that any of our charges are all transparent and we can account for service charges.

Timeliness and Delivery

Our aim is to get your pension to New Zealand as quickly as possible, unfortunately 'red tape' can often hold the process up. However we will work very hard for you and will minimise the amount of time you will have to put into this process - we do the work - not you!

Fees

We also understand that price is paramount and one of our service offerings is for a capped fee service.