Ex-United Kingdom Clients?

Add UK-NZ Pension Transfers to Your Service Portfolio.

Britannia’s in-house team of qualified pension transfer administrators have successfully transferred pensions for over 12,500 individuals.
There are many potential benefits in a UK-NZ pension transfer.
When your clients have deferred or frozen UK pension funds, there is no UK exit tax to pay, if their funds are transferred into our New Zealand QROPS. (Qualifying Recognised Overseas Pension Scheme).

Accumulated UK tax relief is preserved and transferred to the New Zealand scheme.

There is no annuity requirement and no requirement to use the transferred fund as income in any form.

The fund can be taken as a lump sum at earliest retirement date without UK tax consequences.

Some funds can be accessed early, before retirement, to purchase property or reduce property purchase-related debt.

The balance of the fund can be left to your client’s heirs in the case of death prior to retirement.

The types of funds we can transfer for you include personal pensions, contracted-out plans, stakeholder plans, Section 32 buy-out bonds, occupational schemes (and attached AVC contributions), self-invested schemes (SIPPs or SSASs – 'cashed up' or 'in specie'), as well as residual balances associated with pensions already being paid. In short, virtually every kind of pension plan or scheme can be transferred, to achieve significant benefits for your clients.

You and Britannia

As the referring professional, you are kept fully informed at all times. If you wish, all correspondence will be copied to you.

Fees can be split between Britannia and the referring firm or individual - or rebated back to the client if that arrangement is more suitable.

Call 0800 857 367 or email britannia@xtra.co.nz to find out how easy it is to add pension transfers to your client portfolio.