Don't pay higher fees to transfer
* Fees shown are the maximum New Zealand transfer fees payable for a £100,000 transfer (exchange rate as at 7 October 2020). Actual fees paid may be less. Defined contribution schemes only. See notes
We transfer your UK pension
for free!
NZ Funds provides a free transfer service to transfer your UK pension to New Zealand. And when you switch from British Pounds to New Zealand dollars, we make sure you get a wholesale rate.
What do you get when you join?
We're experts at downside mitigation
We use an active investment management approach that seeks to mitigate the downside in a falling market and capture the upside in a rising market.
COVID-19 Sell-Off 1 January 2020 to 23 March 2020 - Market low point -
*For the latest information see the Fund Updates under Documents & Forms.
Our fees are fair, and transparent
We’re not a charity, we’re a firm of experts. We believe you get what you pay for and that New Zealanders will be better off over time working with investment professionals.
We manage funds responsibly
We take our social responsibility seriously*. We work with ISS ESG to screen investments worldwide. We’re also members of the Responsible Investment Association of Australasia and a signatory of Principles for Responsible Investment.
* For more information on NZ Funds' responsible investment policy, click here.
We work with world class managers
Who collectively manage $620 billion. Our Managed Superannuation Service invests with world class global managers so that members get professionally managed local and international investments.
List of investment managers at 30 September 2020. 1. Emerson Point at 30 September 2020. 2. Fisher Investments at 31 January 2020. 3. MFS at 31 January 2020. 4. Suvretta Capital Management at 31 March 2020. 5. Universa Investments at 31 December 2019.
Our technology is market leading
Our members have access to market leading technology to check, calculate or change their investment, so they remain closely connected with their Managed Superannuation account.
Illustrative only.
We're local and international
Our globally diversified approach ensures that members are invested both locally and internationally, so that their savings are not dependent on any one economy.
Information at 9 July 2020. As NZ Funds is an active manager, country allocations will change over time so those shown should be regarded as indicative only. For the latest information see the Portfolio Insights under Documents & Forms.
We're 100% New Zealand owned
And we plan to stay that way. We’ve been managing New Zealanders' savings for over 30 years.
Transfer your UK pension with confidence.
Request a complimentary call.