About Us
Move My Pension Limited™ is a privately owned company with many years experience providing specialist transfer services of UK pension schemes & funds to New Zealand.
Having no company ties, their advisors are free to use any NZ QROPS scheme that will achieve their client's retirement goals.
A Disclosure Statement is available on request and free of charge
Luke Mckenzie - North Island
Luke is a New Zealand Financial Planner and Investment Advisor, who specialises in New Zealand based advice for new migrants from the United Kingdom. His extensive business experience provides him with an excellent background for financial planning. He is a competent financial advisor with the knowledge and ability to advise on all aspects of financial advice including risk management, estate planning, New Zealand Superannuation and investments. He is also experienced in UK pensions, endowments and investments.
He is a member of the Institute of Financial Advisors and is bound by the high ethics, standards and disciplinary process detailed In the IFA Standards of Professional Practice.
Luke is married, has two children and services clients in the North Island.
Todd McKenzie - South Island
Todd had previously studied in New Zealand to be an accountant before departing to further his experiences in the United Kingdom. He worked for five years for a privately owned Independent Financial Advisory firm specialising in tax and financial advice for UK migrants rising to the rank of Company Director.
Todd has a Diploma of Business Studies (NZ) as well Financial Services Registration as Investment Adviser, and Pension Transfer Specialist. (UK)
Todd is based in Christchurch and sees clients throughout the South Island.
