Take a look at our clear-cut, capped transfer fee
- For Defined Contribution Schemes: up to $995*
- For Defined Benefits Schemes: up to $1,495*
That’s it: a single, one-off fee that covers our advice and management of the transfer process, from start to finish* for each pension plan being transferred. Capped for confidence. No over-sized transfer fees for large balances.
Why this matters
Relocating from the UK to New Zealand, either as an UK ex-pat or a Kiwi returning home, is a big decision. And if you choose to transfer your UK Pension, understanding how to retain the most of your savings is vital.
Fees plays an important part in that equation, so we came up with a clear-cut, upfront, capped transfer fee.
An easy-to-navigate transfer process
Like to explore your transfer options? Every person’s situation is unique, and personalised advice can make all the difference in making an informed decision about your UK Pension Transfer.
We assist at every stage – from gathering information, preparing a personalised report on your transfer options, to implementing your chosen ROPS fund. And we're also here to review and monitor your portfolio performance over time*.
Like to learn more? Read about our transfer process here, and get in touch today if you have any questions.
*Disclaimer: The Transfer Fee applies to each pension fund transferred and excludes ongoing portfolio monitoring fees. The fee is 5% of the balance transferred, capped at $995 for Defined Contribution Schemes and capped at $1,495 for Defined Benefit Schemes. Fees may be negotiable where multiple pension funds are being transferred. Please note, independent of our fee, certain types of pension funds may incur fees from external providers for transfer-related services. For more information, please view our Disclosure Information at www.pensiontransfers.co.nz.