Pension Transfers

Thinking about transferring money from your UK pension fund or other superannuation scheme back to New Zealand? On the surface this may seem like an easy way to add money to your retirement fund, but it’s important to make sure you have all the facts before making a decision.

There are costs, financial implications and tax obligations associated with transferring any pension and it pays to get independent advice from a qualified financial advisor first.

The Progressive Financial Planning team are well-versed in pension transfers. We can help to make the transfer process as smooth as possible and support you to wisely re-invest your funds in New Zealand.