Money Handling

Pension transfers are paid from the UK Pension company directly to your new QROPS scheme. The money is always under your name, so you will always have the right to your money. The rules that govern pension entitlements in both the UK and New Zealand are designed to protect your interests.

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How to Transfer your Pension

 

  1. Download and Complete Data Collection form

    Download and complete the UK pension transfer form, fax or post it back to us. We will write to your UK Pension schemes and get updated transfer values and transfer requirements.

    Download form

  2. Make an informed decision

    We will then provide you with a written explanation of your UK Pension options now that you are in NZ so you can then make an informed decision about transferring to New Zealand.

  3. Complete the transfer documents

    We will then provide you with the transfer documents and NZ QROPS scheme application form to complete. We keep you informed during the transfer process.

    When the Pension Transfer is completed we provide you with a summary of the transfer as well as ongoing contact and advice as required.

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