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Welcome to New Zealand's free UK Pension transfer service.
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* Fees shown are the maximum New Zealand transfer fees payable for a £100,000 transfer (exchange rate as at 12 August 2019). Actual fees paid may be less. Defined contribution schemes only. View 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 focused on performance
We have a range of smart investment options – including New Zealand dollars and British Pounds to choose from; or use our highly rated LifeCycle option for a higher estimated balance.
* After estimated annual fund charges and before investor tax. Year to date 31 December 2019. Past performance is not indicative of future performance. For more information on individual fund performance click here.
* The Growth Strategy – British Pounds is a new investment option launched on 11 November 2019. For more information on individual fund performance click here.
* After estimated annual fund charges and before investor tax. Year to date 31 December 2019. Past performance is not indicative of future performance. For more information on individual fund performance click here.
* After estimated annual fund charges and before investor tax. Year to date 31 December 2019. Past performance is not indicative of future performance. For more information on individual fund performance click here.
* After estimated annual fund charges and before investor tax. Year to date 31 December 2019. Past performance is not indicative of future performance. For more information on individual fund performance click here.
* After estimated annual fund charges and before investor tax. Year to date 31 December 2019. Past performance is not indicative of future performance. For more information on individual fund performance click here.
* After estimated annual fund charges and before investor tax. Year to date 31 December 2019. Past performance is not indicative of future performance. For more information on individual fund performance click here.
* After estimated annual fund charges and before investor tax. Year to date 31 December 2019. Past performance is not indicative of future performance. For more information on individual fund performance click here.
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 money responsibly
We work with global experts ISS-Ethix to screen investments worldwide. We are also members of the Responsible Investment Association of Australasia.
We work with world class managers
We invest with world class managers who collectively manage $620 billion.
* List of investment managers at 27 November 2019. 1. LSV Asset Management at 30 September 2019. 2. Emerson Point at 31 October 2019. 3. MFS at 31 October 2019. 4. Suvretta Capital Management at 1 October 2019. 5. Universa Investments at 29 March 2019.
Our technology is market leading
Our clients have access to market leading technology to check, calculate or change their investment.
*Image shows KiwiSaver returns. UK Pension Service launched 2017.
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.
The above information is stated as at 18 July 2019. As NZ Funds is an active investment manager, the allocation to each country or region will change over time. Accordingly, these allocations should be regarded as indicative only, and will not necessarily represent the actual allocations at any point in time other than at the date stated. For current global diversification information, please contact NZ Funds.
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.
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