UK Pension Transfers

Need Help With Your UK Pension?

If you have money in a UK pension scheme, or have recently transferred funds from the United Kingdom to New Zealand, we can help.

The UK pension transfer market has a number of antiquated and expensive schemes; the Hallam Jones team can help you find a modern, cost-competitive, QROPS compliant scheme.

Questions:

• Do you know what fees you’re paying?
• Does your portfolio reduce in investment risk as you age?
• Are your advice fees tax deductible?
• Are you considering favourable or unfavourable exchange rates?
• When did you last review your pension?
• Would you like a free review & comparison of your scheme?
• Do you receive regular reports & online reporting?
• If you have more questions read our UK Pensions Transfer FAQ's blog post.

If you don’t know the answers or don’t like the answers your existing provider gives you - talk to Mark Jones today.

Already switched?

Have you already switched to a NZ provider but are concerned about whether it's the best scheme? Read about our Switch Service

Savings a client made by switching their $400,000 UK Pension to us

Based on UK Pension transfer of approximately $400,000 we were able to save client almost 1% on their Investment Management fees.

In addition, their Advice Fee was 1% but not tax deductible.

Their investment management savings equated to approximately $3,700 per year.

Their advice fee, which equated to approximately $4,000, is now tax deductible.