Overseas pension transfer specialists

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 North America and European countries as well.

Britannia is a specialist pension transfer company. It has a reputation second to none for excellence in its business dealings and is used by a number of other financial service organisations and banks to complete pension transfers on their behalf.

Britannia utilises a fully qualifying local scheme which means no tax deductions upon exit from the United Kingdom.inly used by persons arriving from the UK , but it also assists settlers from North America and European countries as well.

Britannia, and its subsidiary company Overseas Pension Transfers Ltd, has a success rate of over 99% in transfer cases and is well known to most major pension providers and insurance companies within the United Kingdom.

Based on Auckland 's North Shore, Britannia offers a nationwide service via personal visits or step-by-step guidance and advice for clients over toll-free 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, Blenhiem and 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.

Additional Information:

The pension transfer service described on this website utilises a registered superannuation scheme that is subject to the Superannuation Schemes Act 1989 and Securities Act 1978. A copy of the current investment statement in respect of the scheme is available from Britannia Financial Services Ltd upon request.

Free information available

To request a copy of either of these booklets
click through to the assessment form.