Britannia - NZ’s No 1 UK pension fund transfer company. 100% success rate.

Transferring pensions since 1998. Over 10,000 individual transfers completed.

Britannia Financial Services Ltd was founded with the aim of offering professional pension transfer services to immigrants and New Zealand nationals returning from overseas. Its pension transfer services are mainly used by persons arriving from the UK, but it also assists settlers from other countries including those from the European Union.

Britannia is a stand alone specialist pension transfer company. It is not an agent of an insurance company. The company's services are used by a number of other financial service organisations to complete transfers on behalf of their clients. Solicitors, accountants and banks also use Britannia’s services.

The company has its own in-house pension transfer staff, meaning that clients are dealing directly with the transfer administrator handling the case – not through an agent two times removed from the process.

Britannia uses a fully qualifying local scheme which was the very first qualifying recognised overseas pension scheme (QROPS) approved for New Zealand by Her Majesty’s Revenue & Customs. The use of this scheme means there are no tax deductions upon the exit from UK registered pension schemes for onwards transfer to New Zealand.

Based on Auckland's North Shore, Britannia offers a nationwide service via personal visits, or step-by-step guidance via toll-free telephone calls.

Britannia has representatives in Whangarei, Auckland, Hamilton, Bay of Plenty, Wanganui (calling on clients in Palmerston North, New Plymouth, Central North Island and Hawkes Bay), Wellington, Christchurch (calling on clients in Timaru, Blenheim, Nelson and the West Coast) and Dunedin (calling on clients in Oamaru, Gore, Invercargill and Central Otago).

For a free pension transfer assessment complete the online application or call us on 0800 857 367

 

Contact:

Britannia Financial Services Ltd.
Unit 4, 106 Bush Road, Albany, North Shore City 0632
PO Box 302369 Albany, North Shore City 0751, New Zealand
Phone:+ 64 9 414 4215
Fax:+ 64 9 414 4219
Toll Free:0800 857 367
E-mail: britannia@xtra.co.nz