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April 2026 Tax Rule Changes – “Scheme Pays” for Pension Transfers
Legislation passed in the 2024 Taxation (Emergency Response and Contingency Planning) Bill allows for a simpler, more flexible regime from 1 April 2026. This is the Transfer Scheme Withholding Tax
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Positive changes ahead for UK pension transfers to New Zealand
The lack of coordination between UK and New Zealand financial regulators (HMRC and IRD) often creates confusion, delays, and mountains of paperwork for those involved in pension transfers. However,
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An end in sight for those with transferred UK pension funds trapped in their KiwiSaver.
For nearly a decade, individuals who transferred their UK pensions to KiwiSaver have found themselves in a frustrating regulatory limbo. However, a recent legislative change promises to finally offer
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New anti-scam rules bring pension transfer delays
Under new HMRC UK regulations pension schemes are required to “carry out due diligence” for any UK pension transfer request. What this equates to is a much more rigorous questioning of a
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What does 2020 hold for Pensions?
Thinking of transferring your UK pension in 2020? We take a look at a number of changes taking place and things you might need to be aware of in the UK pension world in 2020.
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Pension cold-calling ban takes effect
A ban on nuisance calls about pensions has now come into force but people are still being urged to be on their guard. Cold-calling has been used by fraudsters trying to steal life savings or persuade
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